Apex FinTech Solutions
HQ Address
350 N. St. Paul Street, Suite 1300, Dallas, TX 75201, United States
Website Address
Business introduction
Providing solutions on the frontline of WealthTech
Explore our modern technology solutions to discover new ways to build, launch, and scale your own digital investing experience with Apex Fintech Solutions, the company hundreds of clients use to serve millions of investors worldwide
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing.
Apex FinTech Solutions Solutions
Account Opening and Funding
Accelerate new client onboarding Give your clients a digital-first experience where they can open, fund, and invest in real-time. Account opening Account funding and money movements ACATS AML and fraud-protection checks ...
business needs
view solutionApex AscendOS™
Launch faster, scale smarter AscendOS’s cloud-native infrastructure makes it easier to build, integrate, scale — and operate globally. Frictionless process: Open accounts globally at scale in seconds. Fund, trade, and assign models to accounts in minutes. Real-time system events: Monitor all activity in AscendOS with real-time Webhooks, Snapshot files, and custom enterprise data......
business needs
view solutionClearing and Custody
Real-time transaction processing Use our modern clearing and custody engine to streamline operations, reduce errors, and deliver real-time solutions that scale with your business needs. Apex Clearing is backed by: Regulatory expertise Trading and technical operations desks Robust data security protocols Rigorous risk management ...
business needs
view solutionTrading
Build the trading experience that your customers want and expect with our comprehensive tools available via API. OMS and EMS 24×5 trading Fractional trading Trade desk support Investigations and financial crimes compliance ...
business needs
view solutionWealth Tech
Don’t settle for incremental improvements that still involve lots of manual work — plug into new ways to amplify your capabilities and your business potential. Augmented Advice™ Rebalancing Direct Indexing Model Marketplace Apex Ascend™ Workstation Investor apps Data insights and tools Loyalty investing Service experience ...
business needs
- Client Engagement & Management
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
