Apex Digital Wealth
Apex Digital Wealth Solutions.
Enabling Innovation in Financial Services.
The world of investing is changing. Brokers and advisors of all sizes are seeking new ways to meet the needs of a younger, more tech-savvy generation who now demand a fully-digital experience from their broker.
As the leader in digital wealth management, Apex can enable the innovation you need to make the transformation to digital. From disruptive fintechs to Fortune 500 enterprise advisory firms, our comprehensive Digital Wealth Solutions will help you operate more efficiently and profitably, give your customers greater control over their investing, and help you reach a new generation of digital investors.
Contact us today to discover how our Digital Wealth Solutions can transform your business.
Our Digital Wealth Solutions deliver everything you need to transform your business.
Apex's Digital Wealth Solutions enable highly scalable, efficient customer service frameworks that modernize your operations. We facilitate 21st century investing, making processes that used to happen in days take only seconds, and giving clients immediate access to you, the advisor, and their accounts — all while allowing you to fully customize the experience. Plus, our technology solutions take the burden off of your teams, creating efficiencies and saving costs.
Our Digital Solutions ensure everything you and your clients touch is more responsive, more efficient, and more usable.
Our fully-integrated, sophisticated digital platform partners deliver everything you need to transform your business:
- Instantaneous, paperless account opening and funding process
- Seamless asset transfers
- Real-time risk management
- Portfolio construction
- Investment planning offering goal based and cash flow-based tools
- Automated rebalancing with active tax loss harvesting and passive tax management
- Data aggregation and reporting
- Back office and account management
- Full suite of API technology solutions that enable you to integrate quickly and seamlessly with your custodial products and services
- Smart and secure customer verification tools that maximize speed yet ensure security
- Fully digital platform integrates with your CRM solution
- Industry-leading account creation technology and customer management functionality that delivers a fast, seamless, and fully paperless experience to help you grow AUM and acquire a new generation of customers efficiently and effortlessly
- API technology that creates a seamless, fully-automated solution that gives you and your customers complete control over their account management needs
- Execution services that deliver a diverse set of investment options, like fractional share facilitation, to give your customers flexibility in their trading
- Digital platform designed with your brand
- Ability to white-label and customize statements and confirms
- Cash management and transfers
Apex | In the News
Read what the industry is saying about our Digital Wealth Solutions.