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As a leader in clearing & execution, Apex is the only clearing firm with proven experience to deliver the solutions tech-forward firms need to thrive in this new world of digital investing. Our flexible, scalable technology solutions combined with our industry expertise and competitive pricing are why we’ve become the clearing firm of choice for tech-savvy fintech and digital advisors firms. As a pioneering solutions provider in the fintech space, we have comprehensive solutions to empower innovation and help you achieve your breakthrough vision.

Presentation

Apex Digital Advice Solutions

As a company that enables innovation and facilitates the fastest and easiest account opening, account funding, and account management experience for the end customer, we are relentlessly dedicated to powering firms that transform the financial services industry. Over the past 4 years, we have evolved as they have evolved, and we are proud to introduce the newest component of our industry leading technology offerings that will enable our clients to get to market faster, scale faster, and ultimately grow their businesses faster. Introducing: Apex Portfolio^TM, our API-driven rebalancing engine solving the needs of firms that are embarking on digital advice.

What You’ll Learn

• How Apex enables client acquisition and asset growth for RIAs and broker dealers through our API ecosystem
• How Apex is uniquely positioned as a custodian to offer the fastest and most streamlined experience for the end customer
• The newest addition to Apex’s API ecosystem that will facilitate sophisticated and automated rebalancing for our digital advice clients

Presenters

Emily Auer, Business Development

eauer@apexclearing.com | 214.765.1068

Sam McIngvale, Head of Strategy

smcingvale@apexclearing.com | 214.765.1057