Unifimoney taps Apex to add crypto to multi-asset turnkey digital wealth management platform

Rick Steves

“We took great care and time in choosing the brokerage platform needed to support what are some of the most heavily regulated financial companies in the world. Apex stood out with its deep market experience, broad product mix and robust compliance procedures as well as their understanding of and passion for credit unions and community banks.”

Apex Fintech Solutions and Unifimoney have partnered to allow community banks and credit unions to enable their account holders access to Unifimoney’s turnkey digital wealth management platform and Apex Clearing Corporation’s modern digital clearing and custody engine.

Services include Robo Advisory and self-directed trading for thousands of stocks and ETFs. Apex Clearing Corporation, a subsidiary of Apex Fintech Solutions, provides clearing and custody services to industry-leading brokerages.

Unifimoney is already integrated into a number of leading online banking platforms including Jack Henry Banno, Q2, and soon Alkami. Clients on these platforms can expect to deploy Unifimoney in less than three days with a no-code configuration on their online banking portal.

First Fidelity Bank will be first customer to go live with Apex via Unifimoney

The partnership with Apex brings digital assets services to the list of offerings available to clients of community banks and credit unions. Apex provides seamless access, frictionless investing, and scalable infrastructure for hundreds of fintech companies.

The collaboration between Unifimoney and Apex has already scored a first banking client, Oklahoma-based First Fidelity Bank, which will be the first customer to go live with the service.

Connor Coughlin, General Manager, Fintech, of Apex, said: “Community banks and credit unions are the backbone of the US economy. As demand increases from these community financial institutions, we are pleased to collaborate with Unifimoney to further extend their existing services and empower more consumers on their long term wealth management journeys. Unifimoney’s turnkey approach and exceptional user interface provides an incredibly compelling way to achieve this.”

Ben Soppitt Co-Founder and CEO of Unifimoney said: “We took great care and time in choosing the brokerage platform needed to support what are some of the most heavily regulated financial companies in the world. Apex stood out with its deep market experience, broad product mix and robust compliance procedures as well as their understanding of and passion for credit unions and community banks.”

Unifimoney boasts a multi-asset turnkey digital wealth management platform for Fintechs, Community Banks and Credit Unions. Its offering includes both passive and active investing in traditional equities, ETF’s, 80 cryptocurrencies, and precious metals.

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