Apex Fintech Solutions has acquired AdvisorArch to introduce a suite of technology-driven portfolio management solutions for their clients.
Apex adds automated rebalancing and solutions to standardise investment allocations into their product suite.
This automated rebalancer supports tax loss harvesting, direct indexing, fractional share trading and concentrated position management.
Bill Capuzzi, CEO of Apex, says: "This acquisition strategically fills a crucial gap in our platform, providing access to the most advanced, customisable and scalable rebalancing and direct indexing solution on the market.”
Apex will strengthen its registered investment advisor (RIA) custody and execution platform with a suite of digital advice tools that enable wealth management firms to build remarkable client experiences at scale.
Olivia Eisinger, general manager of advisory at Apex adds: “We are excited to build on this value and bring more solutions to the wealth management industry that automate investment processes for RIAs so they can better serve their clients by giving advisors more time to focus on the stuff that matters: relationships and planning, not processing.”
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