HOW THE AXXCESS PLATFORM CAN HELP YOU

Paul Hamzey Paul Hamzey

Paul Hamzey

nuzunafit.com

发布日期: 2018年5月9日
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Axxcess has developed a Private Asset Platform where Advisors, CPAs, and Attorneys can use our technology to create an integrated view of a clients self directed Real Estate, Partnerships, closely-held business interests, private equity and debt. Over the past 3 years, we have begun to provide services to other wealth management firms, RIAs, and broker dealers.

Recently, Axxcess has been recognized as one of “America's Best TAMPs” by Wealth Advisor. Through our platform you can:


·       Implement investment strategies using institutional separate account managers.

·       Blend ETF, fixed income, and mutal funds in the same account as your manged strategies.

·       Report, monitor, and analyze hedge fund, private equity, and real estate within the same report portal.


Axxcess has built its business over the past 20 years working with Family Offices and the owners of operating businesses. The work required overseeing traditional wealth, real estate, private equity and debt for complex portfolios is quite challenging.


Call me at 866.217.5607 or 760-519-5020 to setup a FREE consultation and see how our platform works!



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