Apex Solutions for Online Broker-Dealers
In your business, you’re looking to grow, but not at all costs. The trick is finding a way to add new customers and increase assets — but do it cost-effectively. Plus, you’re trying to streamline processes in order to operate more efficiently and reduce costs. It’s quite a balancing act. It’s also why so many leading online broker-dealers work with us.
As a recognized leader in clearing and execution, we offer the end-to-end solutions you need to operate your business more efficiently, which, in turn, delivers more profitability.
We’ve designed highly efficient, flexible product solutions that deliver a compelling mix of innovative technology, exceptional risk management, and high-touch client support all at competitive pricing.
— 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
— A full suite of powerful API’s that enable you to integrate quickly and seamlessly with our back office processes
— 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
— Automated cash management solutions that give your customer more control over their assets
Smart and secure customer verification tools that maximize speed yet ensure security
Innovative lending and portfolio margin capabilities
Stock loan and financing options
Stable, Independent, self-clearing broker dealer
If you’re looking to grow, then it’s time to look at Apex. Let us show you how we can help.