Apex Silver
HQ Address
350 N St Paul St., Suite 1300, Dallas, TX 75201, United States
Website Address
Business introduction
Apex Silver cost basis and tax reporting
A cloud-native end-to-end approach to dependable data
Here for the visionaries
For over a decade, Apex Fintech Solutions has served as a trusted platform and an ecosystem of solutions for the fintech industry. Beyond solutions and technology, we provide long term support to help clients navigate and shape the future of finance.
Time and again, we have enabled clients to eliminate friction and transform the end-investor experience with innovations including fractional-share trading, robo-investing, real-time account opening, and embedded finance.
We engineer our technologies to integrate easily and perform at scale. Today, these solutions include clearing and custody, advisory solutions, routing and execution, and cost basis and tax processing.
Apex Silver Solutions
Cost Basis
Silver Cost Basis is the modern enterprise-class solution that does cost basis right. Use existing data formats Get cost basis before market open Operate efficiently and effectively Reduce total cost of ownership Go beyond compliance Provide cost basis clarity ...
business needs
view solutionFee Billing
Silver Fee Billing is the essential adaptable fee billing platform. Configure flexible methodologies Simplify assignments & overrides Streamline billing groups Collect fees on times Eliminate intra-period fee leakage Provide fee and revenue clarity ...
business needs
view solutionPortfolio Data
Silver Portfolio Data is the essential unified wealth management data platform. Collect and normalize data Improve data quality Simplify relationship management Streamline processes and workflows Consolidate entitlements Generate actionable data ...
