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March 12, 2024
Apex adds automated rebalancing and solutions to standardise investment allocations into their product suite
January 23, 2024
Apex, long known as a master of API integrations has built a fast, modern user interface for advisors.
December 18, 2023
Olivia Eisinger is the general manager of advisory at Apex Fintech Solutions.
December 5, 2023
RightCapital Announces Integration with Apex Advisor Solutions
August 18, 2023
Also, CreativeOne partners with RISA, the Retirement Income Style Awareness profile,
January 20, 2023
The lead generation company has partnered with Apex Fintech Solutions to offer custody and clearing solutions as part of the new platform buildout.
October 17, 2022
The weekly recap of new hires, promotions and job changes in capital markets trading and technology.
September 14, 2022
Apex CEO Bill Capuzzi discusses the future of custody and the possibility of taking another run at going public.