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Live Webinar

New Investors. New Expectations. New Tech. Are You Ready?

Wednesday, September 9, 2026
1:00–1:30 p.m. CT

Are you interested in serving next-gen investors? You should be, because they represent today’s largest opportunity in wealth management — even though most platforms still aren’t built to serve them profitably. Let us show you how Apex has built the tools to help you capture it — because we believe in frictionless investing for everyone.

Reserve Your Spot Now

Complete this form to register for our live webinar on Wednesday, September 9, 2026. You’ll receive a confirmation email with a link to add to your calendar. If you can’t attend live, register anyway — we’ll send the recording to everyone who signs up.

What You’ll Learn in This Wealth Management Webinar

The firms winning next-gen investors aren’t waiting for the market to come to them. They’re aligning their platforms with the investors who will define the next decade of wealth. We’ll show you:

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The biggest untapped opportunity in wealth management today, and why the window is open right now

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What Millennials and Gen Z actually need from a wealth platform

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A live demo of Apex AscendOS™, which provides sophisticated investment strategies that were previously out of reach for mass-affluent investors, including:

  • Portfolio construction and management automations
  • Direct indexing access
  • Automated tax optimization strategies
  • In-demand asset classes
  • And more

Meet the Presenters

Connor Coughlin
Chief Customer Officer
Apex Fintech Solutions

Connor leads Apex’s customer success organization, working closely with wealth firms, fintechs, and other financial institutions to help them build and scale modern investing experiences on AscendOS™.

Allison Norman, CFA
Director, Product Marketing
Apex Fintech Solutions

Allison sits at the intersection of client insight and product strategy, translating what wealth firms and fintechs need to grow by using capabilities Apex builds and brings to market.

Dante Scornaienchi
Director, Fintech Product & Sales Engineering
Apex Fintech Solutions

Dante works with Apex clients and prospects to help translate platform capabilities into real-world implementations, from API integrations to full-stack wealth technology deployments.