Author: Michael Seid
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Auour Newsletter
A Red Winter “We are not seeking revolution. We just want democracy.” – Joshua Wong, Hong Kong student activist Though volatility is still hitting the markets, not much has really changed in the economic landscape since our last newsletter. The U.S. is plodding along at a 2.5% – 3% annualized real rate of growth,…
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Join Axxcess Wealth for Lunch with Griffin Capital!
Please join us at our Carlsbad office on February 13th, 2019 at 12pm for lunch with Nick Rosenthal of Griffin Capital. Nick will be discussing their real estate and credit interval funds and providing updates on the strategies and an outlook for 2019. Please RSVP if you’d like lunch by emailing cory@axxcesswealth.com or nrosenthal@griffincapital.com. If you have any…
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PAP and Report Builder- How to include Private Assets in a statement or PDF report
PAP sub reports are found in Report Builder under the sub heading “Integrations.” There are several PAP reports that can be included. “Allocation by Risk” “Allocation by Manager” “Allocation by investment type” “Private Asset Allocation” “Private Asset Performance” Each of these sub reports can be added and organized in your standard report them and…
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past crashes
Outcome Overview-4 scenarios This scenario covers the heart of the global financial crisis, from the collapse of Lehman Brothers until the market lows of early 2009, and examines the max draw downs of key levers over that timeframe. This outcome uses the max drawdown of all levers for the overall crisis. The 2008 financial crisis…
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Fed Stress Test
Outcome Overview What if the economy falls into a recession with a severity like that modeled by the Federal Reserve’s 2017 adverse scenario?The Fed’s adverse scenario calls for: Stable inflation, with 0% fed funds rate but 10y yields staying fairly constant. A moderate recession playing out over 18 months A sharp crash in equities prices…
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Trumpcare
Outcome Overview What if the GOP is able to repeal and replace the ACA with a conservative plan that offers coverage while reducing costs? A successful conservative plan might be modeled on Singapore, which combines catastrophic coverage, HSAs, and pricing competition to deliver universal coverage cheaply. Many traditional GOP supporters, including doctors, hospitals, and pharma,…
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Setting Up Your Clients Access – Managing Users
Manage Users Tile: Manage users is the application tile that you use to set up your client for access to the client portal. You can also de-activate, reset, and upload users in bulk. Lets start by looking the basic steps: Click the tile and lets set up a new user- your client. Simply find…
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The Power Of Your Insight Dashboard
Insight dashboard has several important functions. The Insight Dashboard allows you to customize advisor dashboard views, and to create a customized client view you can later use inside of Prospect Portal, and Client Portal. Insight works on the concept of Tiles. Tiles are native Orion report modules, or external “integrations” tiles. …
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Householding in Orion
Householding is an essential organizational tool for your clients. It is requirement to understand its simple and intuitive function. Basically, it allows you to visualize your client household, organize accounts within registrations, and create the groupings you want. The result of your activity will create the hierarchical view of accounts your client sees in the…