Axxcess Platform adds direct indexing to enhance services for ultra high net worth clients and the advisors that serve them

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CARLSBAD, Calif., May 17, 2023 /PRNewswire/ — Axxcess Wealth and Orion Advisor Solutions announced today that they have entered into an agreement that will provide Axxcess Advisors and Axxcess Platform TAMP partners with sleeve level direct indexing and tax optimization through Orion’s…

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