Online Brokerage

Retail Solutions > Online Brokerage

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.

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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 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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Smart and secure customer verification tools that maximize speed yet ensure security

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Innovative lending and portfolio margin capabilities

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Stock loan and financing options

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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.