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FACT SHEET

Apex Model Marketplace:
ETF Models

Reduce the portfolio construction work. The Apex Model Marketplace gives advisors instant access to professionally managed ETF models from established asset managers – integrated directly with the Apex Rebalancer.

What Types of Model Portfolios Does Apex Offer?

Apex offers professionally managed ETF models from Aptus Capital Advisors, Franklin Templeton, PIMCO, State Street Global Advisors, and Zacks Investment Management.

By providing a Model Marketplace, Apex gives our clients the infrastructure to offer their investors model-based personalized portfolios without the research, construction, or ongoing maintenance.

This fact sheet covers who the Model Marketplace is built for, how it works, key benefits, and key features.