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Axxcess Wealth Management launches alternatives marketplace
Other - SEPTEMBER 25, 2024

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Axxcess Wealth Management launches alternatives marketplace

by Released

Axxcess Wealth Management has launched its curated alternatives marketplace to advisors on the Axxcess Platform.

The platform will feature a broad array of alternative investments, improve operational efficiencies, and reduce reporting discrepancies for advisers.

Axxcess seeks to remove challenges advisers often face when subscribing to and reporting on alternative investments. These enhancements will be available to both affiliated and third-party independent investment advisers using the Axxcess TAMP Platform. Advisers can generate proposals, subscription documents, and incorporate Limited Partner (LP) level reporting, all in one place.

The platform also includes account and subscription API connectivity with Goldman Sachs’ RIA Custody platform, Goldman Sachs Custody Solutions. The integration will provide Axxcess advisers exposure to Goldman Sachs’ digitized alternatives platform, along with Goldman Sachs Asset Management’s institutional-grade solutions

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