Solution introduction
Partner with Axxcess
The Private Asset Platform gives advisors a way to manage their high net worth clients’ traditional and alternative investments in a single comprehensive platform for a full accounting of their wealth
Your top clients have likely done a deal...
Your clients have likely invested in a real estate partnetship, or helped grow a private company. You can help them get their directed alternative investments organised whithin your reports and client portal.
Our platform provides investment operations and portfolio management solutions, custom reporting, billing, client portal, and CRM integration. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers.
We excel in meeting the needs of anyone serving high net worth clients.
