Apex launches new solution for financial advisors

Rick Steves

“Our enhanced UI experience frees advisors up to focus on what they do best, working with clients without being held back by slow and outdated processes. It’s modern custody technology for the modern advisory firm.”

Apex Advisor Solutions, a subsidiary of Apex Fintech Solutions Inc., has announced the launch of Apex Astra to empower advisors by integrating Apex’s flexible APIs and a robust advisor platform.

Apex Astra, designed to meet the increasing demands for speed and quality in financial services, streamlines client onboarding and data access, enhancing the advisory experience.

The solution simplifies account opening and accelerates access to decision-making data by integrating with various tech solutions like Orion and AdvisorArch, featuring capabilities like fractional trading, automated account opening, and AI enhancements.

The advisory industry has been plagued by inefficiency and manual processes

Olivia Eisinger, GM of Advisory at Apex Advisor Solutions, said: “Apex Astra is designed to be the industry’s strongest operational growth engine. We believe Apex Astra’s capabilities will enhance advisory firms’ organic growth efforts by driving scale and efficiency. Our enhanced UI experience frees advisors up to focus on what they do best, working with clients without being held back by slow and outdated processes. It’s modern custody technology for the modern advisory firm.”

Bill Capuzzi, CEO of Apex, commented: “The launch of Apex Astra is part of our ongoing mission to change the game in advisor technology. For too long, the advisory industry has been plagued by inefficiency and manual processes, holding firms back and limiting capacity for growth. We have a long history of building powerful tools to transform businesses with limited API experience or development resources. We believe advisory businesses deserve better, and Apex Astra is one of many enhancements to come as we continue to focus on delivering empowering technology for growth-oriented advisors.”

Apex Astra’s efficiency is evident in its intuitive navigation and customizable dashboard, which streamline workflow management. The platform facilitates tasks such as state-specific tax withholding calculations for RMDs and other withdrawals, enhancing the user experience.

Apex Advisor Solutions provides digital custody and clearing services through Apex Clearing Corporation, a subsidiary of Apex Fintech Solutions Inc.

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