Apex Clearing - INSART

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Apex Clearing

Account Aggregation, Custodial Platforms, Custodian, Investment Research, Portfolio Management, Risk Profiling, TAMP, Trading

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About

Apex replaces legacy platforms with a digital clearing and custody engine that enables a seamless consumer experience often overlooked in the financial sector. Since its start, Apex has partnered with industry disruptors to help them successfully launch and grow digital-advice and investment platforms.Apex carries more than 10x the net capital requirement to make sure its clients are protected. The company is registered with the SEC, a member of FINRA, a participant in SIPC, and licensed in 53 states and territories.

Contacts

https://www.apexclearing.com/

sales@apexclearing.com

https://www.facebook.com/apexclearing

https://www.linkedin.com/company/apex-clearing/

https://twitter.com/apexclearing

Products / Services

Clearing
Custody
Trading
Investing
Account Opening
Risk Profiling
Portfolio Management
Compliance

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 25

Partnership: 0

Portfolio Pathway

Billing, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...

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