Full-Service Firms

Retail Solutions > Full-Service Firms

Apex Solutions for Full-Service Firms

You’ve built your reputation on delivering flawless service for your customers. So it’s no wonder that you also expect the same from your clearing firm. That’s why so many broker-dealers trust Apex.

These days, a lot of firms are looking to reach a new generation of investors by expanding into digital advisory. As a pioneering solutions provider in the Fintech space, we have comprehensive solutions to bring your business into the age of digital investing.

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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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Apex ConnectTM — A full suite of powerful API’s and technology that integrate seamlessly to deliver a comprehensive, fully-automated digital advice solution

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Apex QuickStartTM — A proprietary process that enables us to quickly identify and implement the right solutions for your business so you’re up and running fast

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Fully-integrated sophisticated digital advice platform that delivers robust financial planning capabilities and integrates seamlessly with CRM solutions

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Innovative lending and portfolio margin capabilities

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Stock loan and financing options

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Real-time execution support

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Stable, Independent, self-clearing broker dealer

Let us show you how we do business — and can help you improve efficiencies in your business.