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TECHNOLOGY PROVIDERS Client Onboarding/ New Account Opening
APEX FINTECH SOLUTIONS
Onboarding Edge
Apex Onboarding Edge is an end-to-end digital tool that enables advisors to validate, open, and fund new accounts in seconds instead of weeks. Advisors can intuitively open a wide variety of account types in bulk, by household, and individually during and after transition. Coupled with white glove service provided by experienced transition specialists, Apex Onboarding Edge creates a transition process that can cut months off your timeline, reduce NIGOs, enhance security, and transform the client and advisor experience.
Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s omni-suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, digital assets, and SaaS solutions through Apex Advisor Solutions™, Apex Silver™, and Apex CODA Markets™ brands. For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.
www.apexfintechsolutions.com
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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