Axxcess Wealth Management Launches New Curated Alternatives Platform
Axxcess Wealth Management, an independent investment advisory, has just revealed an exciting new development. They’ve launched a curated alternatives marketplace specifically designed to address the needs of investment advisors. This platform is set to simplify access to various alternative investments while enhancing overall operational efficiency for advisors.
Features Designed for Investment Advisors
This curated marketplace is part of the Axxcess Platform and tackles many common hurdles that advisors face when dealing with alternative investments. Both independent and affiliated investment advisors can take advantage of several features, including proposal generation, subscription management, and convenient access to Limited Partner (LP) level reporting, all through a single, user-friendly interface.
Seamless Integration with Existing Solutions
Additionally, the Axxcess Platform has formed a robust partnership with Goldman Sachs’ RIA Custody platform, commonly referred to as Goldman Sachs Custody Solutions. This integration provides Axxcess advisors with valuable access to Goldman Sachs’ digitized alternatives platform, which opens the door to a broad range of institutional-grade investment solutions.
Insights from Leadership
Cory Persson, the Chief Investment Officer at Axxcess Wealth Management, shared his excitement about the updates, saying, "We’re thrilled to introduce these important enhancements to the platform, tackling the unique challenges advisors encounter with alternative investments. Our aim is to empower advisors to serve their clients more effectively by streamlining the day-to-day processes involved with these investments." This commitment highlights Axxcess’s proactive approach in responding to the evolving demands of the market.
Jeremy Eisenstein, Managing Director at Goldman Sachs, also highlighted the significance of this initiative. He noted, "Enhancing the opportunities for advisors to invest in sophisticated assets like alternatives begins with providing access to forward-thinking digital tools and support. We’re enthusiastic about Axxcess’s potential to help facilitate that, following this launch." This collaboration showcases a shared mission to empower advisors through innovative financial solutions.
Announcement of the Axxcess Platform Marketplace
The new marketplace was announced during Axxcess Wealth’s Annual Conference, a key event that brings together experts and thought leaders to discuss the changing landscape of wealth management and investment strategies.
About Axxcess Wealth Management
Axxcess Wealth Management, LLC operates as an independent investment advisor registered with the SEC. The platform is especially designed for advisors looking to enhance their current RIA operations or those contemplating a shift to an independent model.
Frequently Asked Questions
What is the purpose of the Axxcess alternatives marketplace?
The Axxcess alternatives marketplace is created to give investment advisors a curated selection of alternative investments, streamlining processes and boosting operational efficiency.
How will the new platform benefit advisors?
The platform provides tools that aid in generating proposals, managing subscriptions, and accessing LP-level reporting—all in one convenient location, along with improved connectivity with Goldman Sachs.
Can all investment advisors use the Axxcess Platform?
Yes, investment advisors, whether affiliated or independent, can access the features of the Axxcess Platform.
What partnerships support the Axxcess Platform?
The platform boasts a significant integration with Goldman Sachs’ RIA Custody platform, granting advisors access to a range of institutional-grade investment solutions.
What is the vision behind Axxcess's new features?
The vision focuses on empowering advisors by simplifying the complexities associated with alternative investments, allowing them to serve their clients better while improving their operational capabilities.
