Author an Extraordinary
It turns out there are straightforward ways to create a more powerful and delightful digital experience, whether you build your own or combine the powers of multiple solutions.
Ultimately, what matters is your business and your vision. Let’s see if we can help.
Plan Your Own Technology Roadmap
Bring your ideal client experience to life. Offer fractional shares, and a truly digital account opening and funding process. And do it all on your timeline, with an innovative custodian built to evolve with you and the investors you serve.
Nimble, stable, proven — with Apex, you have a strong clearing and custody partner native to the digital age.
*Data as of 12/31/22
Stop Waiting for Truly Digital Account Opening
Build on Frictionless Infrastructure
Fast and fluid transactions are now the default investor expectation. With a flexible open architecture, the Apex integration process is built from the ground up and innovated on top. Together with our integrated technology partners, we create a modern experience. We take pride in making our integrated tech partners more powerful, supercharging your tech stack.
Plug Into Our Partner Ecosystem
We make it easier to get the most out of your tech stack through open architecture, seamless APIs, and a wide range of integration partners. Talk to us about your technology preferences and needs, and we’ll work with you to create an integration strategy that suits your unique situation.