Fintech

Retail Solutions > Fintech

Apex Solutions for Fintech Firms

As the world of investing goes digital, Apex is there to help. And why we’ve become the firm of choice for tech-savvy firms like Betterment, Stash and other Fintech firms.

Apex is the only clearing firm with proven experience to deliver the solutions tech-savvy Fintech firms need to realize their break through visions. Our forward-thinking approach and smart, sophisticated technology solutions will help you bring your most innovative ideas to life

As a pioneering solutions provider in the Fintech space, we have comprehensive solutions to empower innovation and help you grow:

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Apex ConnectTM — A full suite of powerful API’s that enable you to integrate quickly and seamlessly with our back office processes

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Apex PaperlessTM — Our industry-leading account creation technology that delivers a fast, seamless, and fully paperless experience to help you grow AUM and acquire a new generation of customers efficiently and effortlessly

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Apex TransferTM — Automated cash management solutions that give your customer more control over their assets

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Apex AssistTM — A dedicated Account Representative, combined with a knowledgeable client service team focused on helping you drive your business forward, and an onboarding team ready to ensure a seamless integration and implementation

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Execution services that deliver a diverse set of investment options, like fractional share facilitation, to give your customers flexibility in their trading

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Stable, Independent, self clearing broker dealer

Let us show you how we can help you bring your brilliant ideas to life.