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Help Your Business Clients Put Their Idle Cash to Work

Cash flow visibility is a powerful first step. But corporate clients who can see their idle cash tend to start asking what to do with it. A modern, tech-forward treasury investing solution can deepen relationships and win more wallet share.

Add Modern Treasury Investing. No Rip and Replace.

Round out your corporate banking solution with treasury management. Don’t let outdated assumptions about how institutional investing works stand in the way, because today’s treasury investing is nothing like the high-friction process it used to be.

No FINRA Registration? Apex Direct Has You Covered

You don’t need your own broker-dealer registration to offer treasury investing. Apex Direct is a turnkey Brokerage-as-a-Service solution that lets you lean on Apex’s FINRA registration instead, so you can launch quickly without establishing a new regulated entity.

Apex Direct includes:

  • Apex’s introducing broker-dealer FINRA registration
  • Outsourced back-office brokerage operations
  • Apex Clearing as your custodian and, if using Apex Direct, introducing broker-dealer
Read on to learn more details about Apex Direct.

Give Your Clients More Ways to Put Idle Cash to Work

Your clients’ idle cash deserves to work harder. Apex’s treasury solution offers access to a robust range of fixed income securities and mutual funds, giving your treasury team meaningful choices for how they put clients’ idle cash to work.

And for cash that isn’t actively invested, Apex’s automated sweep programs move uninvested cash automatically into a money market fund or FDIC-insured account.

Government and Agency
Treasuries

Corporate
U.S. Investment Grade
U.S. High Yield
Brazilian Corporate Bonds
USD Denominated European Credit
USD Denominated Asian Credit

Municipals
U.S. Municipals

Mutual Funds
Mutual Funds
Money Market Mutual Funds

CDs
U.S. Brokered CDs
USD Denominated Foreign Brokered CDs

Coming Soon
Government Agency Bonds
U.S. Structured Products
U.S. Commercial Paper

Seeing Is Believing. Schedule Your Private Demo Now

In a one-to-one demo with our sales engineering team, you’ll see exactly how Apex’s treasury solutions can deftly handle previously tedious tasks with tech-forward automations and algorithms. The product speaks for itself.

Schedule a Demo