Advyzon Announces New Custody and Retail Investment Infrastructure Integration with Apex Advisor Solutions
Advyzon , a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, today announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions , a division of Apex Fintech Solutions Inc. (Apex) that empowers the future of wealth management with digital custody and clearing provided through Apex Clearing Corporation.
- Advyzon , a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, today announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions , a division of Apex Fintech Solutions Inc. (Apex) that empowers the future of wealth management with digital custody and clearing provided through Apex Clearing Corporation.
- Registered Investment Advisors (RIAs) use Apex’s robust custody and clearing platform and capital structure to administer their client investment accounts, from real-time onboarding and account funding, to custody, trading, clearing, and cost basis and tax reporting.
- The integration includes new account opening workflows, initial account funding, money movement, custodian fee file submission, and FIX trading.
- “At Apex, we're laser-focused on boosting RIA efficiency," explained Olivia Eisinger, GM of Advisory at Apex Fintech Solutions.