Retail Solutions

Delivering Solutions that Empower Innovation

As a leader in clearing & execution, we have proven expertise helping retail firms of all shapes and sizes achieve their business goals. Our approach is quite simple (and quite refreshing). Where other firms force you into a one-size-fits-all solution, we work with you to identify the right Apex solutions that will empower innovation and drive growth within your business. We offer a range of powerful product solutions that will deliver a better experience for your customer, dramatically improve efficiencies across your business, and help you achieve real growth.

Experience how we can enable innovation and growth in your firm.

Apex Digital Solutions for RIA & Digital Advisors

We’re leveraging our proven ability to solve complex Fintech problems to reimagine digital advice solutions for RIAs.

Apex Solutions for Fintech Firms

Apex has become the firm of choice for tech-savvy Fintech firms. See how we can help you realize your vision.

Apex Solutions for Online Broker-Dealers

We offer Online Broker Dealers a compelling mix of innovative technology, exceptional risk management, and high-touch client support all at competitive pricing.

Apex Solutions for Full-Service Firms

We have the end-to-end solutions you need to operate your business more efficiently, and deliver more profitability.

Apex Products & Solutions for Retail

QUICKLY AND EFFORTLESSLY CONNECT TO OUR POWERFUL TECHNOLOGY.

Apex ConnectTM is a comprehensive suite of powerful APIs that seamlessly connect your infrastructure to our powerful, back-end processing technology. With Apex Connect, our APIs create a seamless, fully-automated solution that gives your customers complete control over their account management needs, with virtually no manual oversight by your team. Apex Connect automates the day-to- day functions, to let you focus on operating and growing your business.

ENABLE YOUR CUSTOMERS TO OPEN ACCOUNTS INSTANTLY.

Apex PaperlessTM technology allows customers to open their account instantly on any device with absolutely no paper. All of the account opening, verification, assignment, and establishment functions are handled digitally so your customers can begin trading the second they’re ready. With Apex Paperless, you’ll open accounts faster and get more customers trading sooner.

GIVE YOUR CUSTOMERS THE POWER TO MANAGE THEIR MONEY QUICKLY AND EASILY.

Our Apex TransferTM technology seamlessly and instantly verifies and quickly processes all cash management functions including ACH, wire, and checks as well as ACATs. Customers have complete control over their cash management needs without any processing delays giving them faster access to assets and minimizing the time you spend processing requests.

ALL THE TOOLS AND RESOURCES YOU NEED TO GET STARTED QUICKLY.

In this business, time is literally money. That’s why we created Apex QuickstartTM — a proprietary solution designed to quickly and efficiently integrate our technology with your systems to get you up and running as fast as possible. Our QuickStart process includes dedicated project managers and technology resources to guide the process, as well as comprehensive documentation and a fully-functioning test environment to give your tech teams complete transparency into the integration.

DEDICATED TEAMS FOCUSED ON HELPING YOU ACHIEVE YOUR GOALS.

Apex AssistTM delivers a dedicated account representative who knows your business, the industry and how to solve your challenges. With Apex Assist, you also have a team of client support experts on call and ready to solve any problem. And because our team knows your business inside and out, we’ll make sure you’re taking full advantage of the tools & technology that will increase efficiencies and maximize your profitability.