We offer clients open architecture, with a full array of planning, wealth management and investment advisory services.
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Axxcess Wealth Management
Services
Offered by Axxcess Wealth Partners
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.
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Axxcess offers prospective clients a view of their portfolio prior to becoming a client. Learn more below.
Lets start here. Click the link and find your Advisor. This initial step will connect your with your Advisor and give you the ability to start linking your accounts.
Trending topics to discuss with your advisor:
“How will I be able to view all my accounts in one place?”
Register and create your secure portal.
From within the portal, you will be able to track performance, holdings, balances and cashflows for your held away, and Axxcess managed accounts.
Our portal is designed for both individual family members and their authorized advisors. You can easily set-up complex wealth structures and invite next-generation family members to view and interact with their specific interests.
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 “Balance Sheet” page once you register.