Axxcess Wealth
Welcome to Your Portal
Client Reporting
View and Manage
View all of your accounts, including workplace retirement and private assets.
Axxcess Wealth
Link your wealth
Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.
We encrypt your data with the AES-256 encryption standard and store it at industry-leading data centers that are fully SOC1/SOC2/SOC3 Type II certified.
You can link your outside accounts through the “Insights” page once you register.
Plan your future
Plan your future, track your holdings. Using industry leading integrated tools our portal makes understanding your wealth easy.
Axxcess Portal works with a variety of leading investment custodians
Axxcess Wealth partners partners with firms like Charles Schwab, Fidelity, TD Ameritrade. Choose your custodian and let Axxcess Wealth power your plan.
Tools to see more, and do more.
Clients have access to easy to follow graphs and charts, removing the mystery and complexity of planning and wealth management. Performance reporting at the household, registration, account, security and strategy levels.
Private Asset Platform
Report, monitor and analyze hedge fund, private equity, and real estate within the same report portal.
Customization
Rich content is customized in both report and web interfaces allowing the client and the Advisor to view the information how they want to see it.
HOW DOES THE AXXCESS PLATFORM WORK?
We can implement our recommendations, or your unique diligence criteria without bias, or restriction. We work with both traditional and self directed custodians, and can accommodate holdings such as, private stock, llc units, partnerships, closely held corporations, real estate, private equity, and hedge funds.
Contact Us
Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
858.217.5347
Carlsbad CA, 92011
858.217.5347
admin@axxcesswealth.com
Quick Links
Important Information
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
Axxcess offers advisory services independent of Arete. Neither firm is affiliated.
Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline, Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.
For complete disclosures please visit: