Articles from Apex Fintech Solutions Inc.

Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, has announced the release of Ask Ascend, an AI-powered assistant designed to provide immediate, accurate answers to technical questions and, in the future, operational questions for clients who are integrating with Apex Ascend™, the next generation clearing, custody, and trading platform. By providing prompt answers, Ask Ascend can accelerate technical integrations and speed to market.

Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, and OneVest, a leader in wealth management technology, have entered into a strategic collaboration aimed at offering modern technology that can help growth-minded companies build unique digital investor experiences or fill gaps in their current tech stacks.

Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to announce the upcoming launch of Apex Alts, a groundbreaking solution designed to democratize access to alternative investments for customers of broker dealers, advisory firms, and other wealth management companies.

Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to collaborate with leading financial operations platform, Ramp, on a new solution that helps businesses earn more on their operating cash. The solution, which is called the Ramp Investment Account, is part of Ramp’s new Treasury offering and is designed to give businesses a simple way to invest their extra cash in high-yield money market funds.

Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to announce a collaboration with WealthRabbit, an RIA that has rolled out the first and only fully digital solution for managing SIMPLE IRA plans. Leveraging Apex’s brokerage and custody services, WealthRabbit has created the first and only fully digitized platform dedicated to SIMPLE IRA management. This collaboration combines Apex’s robust infrastructure with WealthRabbit’s streamlined platform, delivering small businesses and their advisors a modern, seamless, and highly efficient way to manage SIMPLE IRAs.

Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, announced today that Apex Ascend, is now available — delivering real-time, cloud-native, B2B investment infrastructure designed to accelerate our clients’ ability to operate efficiently and better navigate risk on a global scale.

Apex Fintech Solutions Inc. (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, today announced the completion of the first-ever account transfer leveraging the latest messaging protocols set by National Securities Clearing Corporation’s (NSCC’s) Automated Customer Account Transfer Service (ACATS). The account transfer was achieved through Apex’s API-based Account Transfer Service. This significant development enhances information exchange between broker-dealers.

Apex Fintech Solutions Inc. (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, announced today the appointment of Charles “Chip” Roame, Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits, to its Board of Directors. With Chip’s appointment, Apex Fintech Solutions is poised to strengthen its position as a leading technology provider empowering growth-oriented advisors

Apex Fintech Solutions Inc. (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, today announced groundbreaking new patent approvals that fortify its stock rewards API. These patent approvals recognize the unique technology, workflows, and expertise powering Apex’s stock rewards API.

Apex Fintech Solutions Inc. (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, announced today that it has acquired AdvisorArch, a portfolio management company and modern rebalancer for financial advisors. With this acquisition, Apex will strengthen its RIA Custody & Execution Platform with a suite of digital advice tools that enable wealth management firms to build remarkable client experiences at scale. AdvisorArch automates previously time-consuming processes that are crucial to providing excellent service to our clients.

Brooklyn Investment Group, LLC (“Brooklyn”), an A.I. powered managed accounts platform and Apex Fintech Solutions Inc. (“Apex”), the “fintech for fintechs,” today announced a new offering that will enable a unified investor experience across traditional and digital assets. Brooklyn extends the concept of direct indexing by enabling personalization of portfolios at the individual client level. The solution will soon be available to independent financial advisors powered by Apex subsidiaries, Apex Clearing and Apex Crypto.

Apex Fintech Solutions Inc., the “fintech for fintechs” powering innovation and the future of digital wealth management (“Apex”), today announced that the New York State Department of Financial Services (“NYDFS”) has approved its subsidiary, Apex Crypto LLC’s (“Apex Crypto”), application for its virtual currency license, also known as the “BitLicense.” Customers of Apex Crypto who have users in New York State can now trade cryptocurrencies on Apex Crypto’s trusted, secure platform, 24/7, 365 days per year.