Deliver a Revolutionary Client Experience With an Unconflicted Partner

We’re your collaborator, working with you to power your advisory business into the future.

Seize the Opportunity of a New Generation

Digital disruption is already here for the advisory industry. While financial advice delivered by a human is more valuable than ever, many investors now also expect a frictionless digital experience for their investments and for their entire financial lives. The COVID-19 pandemic has accelerated this shift toward a more digital experience. Across generations, investors are looking to transact anytime, anywhere. Now, as baby boomers begin to transfer trillions of dollars over to their children in the next 10–15 years, the question is, which custodian will step up to help meet these expectations?

Our custom API integrations — as well as our turnkey and integrated platform solutions — help the next generation of advisors rise to the moment through innovation and disruption.

There’s an evolution and a revolution in how investors can interact with their advisors. And Apex is here to help you embrace this opportunity.

Count on Apex to be unconflicted — a neutral provider of solutions with no direct retail business that could pose a conflict of interest. Apex focuses on helping the businesses we serve improve their relationships with their customers.

The Expertise To Serve a Wide Variety of Clients

Copper Financial
Facet Wealth
HBCU Legacy

Expand Your Offerings and Addressable Market

Apex Advisory makes it easier to give end-investors a frictionless experience starting with a truly digital account opening and funding process. Our solutions enable advisory firms to offer clients at all levels of wealth access to fractional shares, direct indexing, and crypto. We make it more efficient to serve investors of all sizes, helping advisory firms widen their reach and position their businesses for ongoing success.

And because we’re strictly business-to-business, our clients can trust our support is entirely unconflicted.

Step Away From Legacy Tech and Cumbersome Processes

There’s only so long advisors and operations professionals can lean on a hodgepodge stack of partially integrated legacy technologies. The effort involves countless tiny sacrifices, workarounds, and silently disorganized databases instead of direct integrated efficiency.

We know that operations and service professionals are the lifeblood of many advisory firms. Our API solutions support professionals within an advisory firm, helping to make their tech stack and processes ultra-efficient. Now the firm, as a whole, can deliver a better experience to their investors and expand their reach. Imagine an advisory firm backbone that is unified, integrated, and built for the next generation of wealth management providers.

Our engine is a simple, powerful way to help advisors to stop patching up their old world infrastructure and start delivering a unique client experience.

Take the Next Step
Talk to us about how we can help set you up for success.