RIA & Digital Advisory

Retail Solutions > RIA & Digital Advisory

Apex Digital Solutions for Registered Investment Advisors (RIAs) and Digital Advisors

The Registered Investment Advisory world is evolving. And these days, the smart money is on firms who can meet the needs of a new generation of technologically-savvy investors. But contemplating a transition to offering digital advice can be overwhelming and figuring out where to even start may be daunting. Apex can help. We’re experts in the digital space, having become the firm of choice for tech-savvy firms like Betterment, Stash, and other Fintech and Digital Advisory firms.

We’re leveraging our proven ability to solve complex Fintech problems to reimagine digital advice solutions for RIAs and Digital Advisors. 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. The result is a turnkey solution to bring your business into the age of digital investing.

Apex | In the News

The word is out.

Read how we're powering the digital revolution in financial services.

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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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Full suite of technology solutions that enable you to integrate quickly and seamlessly with our back office processes.

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Proactive, proprietary risk management methodologies and tools that work behind the scenes to monitor risk and protect your business. Smart and secure customer verification tools that maximize speed without sacrificing diligence.

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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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Financing options

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Stable, Independent, self clearing broker dealer

Ready to go digital? Give us a call at 214-765-1010 or have a representative contact you today.

 


Our sophisticated digital advice platform is a fully-integrated solution that delivers robust portfolio management capabilities — all in one platform. It's a smart, turnkey solution to implement a robust digital solution that will help you operate more efficiently while attracting a new generation of digital investors.

It's everything you need in one, simple product.

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Single platform
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Instantaneous, paperless account opening and funding process
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Asset transfer in-kind
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Real-time risk management
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Portfolio construction
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Investment planning offering goal based and cash flow based tools
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Automated rebalancing with tax loss harvesting and tax management
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Data aggregation and reporting
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CRM integration
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Adviser or client-driven

Account Opening
Account Funding
Transfers
Portfolio Management
Data Aggregation
Portfolio Rebalancing

If you're looking to move your business forward, let us show you how we can help.