Apex Astra is a modern advisor experience that puts power back into the hands of advisors
New UI wraps Apex’s powerful APIs into an adaptive solution for RIAs to drive scalable organic growth
Apex Advisor Solutions (“Apex”), a wholly owned subsidiary of Apex Fintech Solutions Inc. (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, unveiled today at the T3 Technology Conference Apex Astra, a modern, operationally efficient UI that puts power back into the hands of advisors. Made possible with Apex’s flexible APIs and institutional-grade advisor platform, Apex Astra enables advisors to take control of their innovation and client onboarding, data, and service.
With clients demanding faster and better experiences, Apex Astra is designed to streamline the account opening process and provide faster access to decision-making data while offering a superior digital support experience for advisors. In conjunction with Apex’s API and advisor tech integrations, such as Orion and AdvisorArch, Apex Astra modernizes the advisor experience, unlocking the combined power of Apex and the third-party tech ecosystem. Innovative integrations include rebalancing with fractional trading, digital client onboarding with automated account opening, and AI enablement through advanced third-party overlays.
“Apex Astra is designed to be the industry’s strongest operational growth engine,” said Olivia Eisinger, GM of Advisory at Apex Advisor Solutions. “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UI experience frees advisors up to focus on what they do best, working with clients without being held back by slow and outdated processes.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.”
Advisors using Apex Astra will be able to drive efficiency through intuitive navigation and custom views that remember where they are in their various workflows, eliminating the need to recreate the process each time in the system. The dashboard is customizable to filter data, provide custom reports, and see holistic views of clients and accounts, allowing advisory firms to tackle their day-to-day tasks faster while gaining key business insights. For RMDs and other withdrawals, Apex Astra will enable users to auto-calculate tax withholdings by state and free up funds and initiate trading with a tap, all on the same screen.
“The launch of Apex Astra is part of our ongoing mission to change the game in advisor technology,” said Bill Capuzzi, CEO of Apex. “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.”
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