Experience next-level service with our new digital service center, featuring self-service tools like client demographic updates, preferences, user permissions, and more.? ? No more waiting on hold with your legacy custodian. https://lnkd.in/g3T3Dsbk?
关于我们
Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s 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 big ideas are empowered to change the world. Apex works to ensure its partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, digital assets, and SaaS solutions through its Apex Clearing?, Apex Advisor Solutions?, Apex CODA Markets?, and Apex Silver? brands. For more information, visit apexfintechsolutions.com. Disclaimers: https://go.apexclearing.com/social-media-terms-and-conditions
- 网站
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https://apexfintechsolutions.com
Apex Fintech Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Dallas，Texas
- 类型
- 私人持股
- 创立
- 2012
- 领域
- Clearing and Execution Solutions、Prime Brokerage、Sophisticated Margin and Option Capabilities、Portfolio Financing、Relationship Management和Risk Management
产品
地点
Apex Fintech Solutions员工
动态
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Optimize efficiency and reduce total cost of ownership by only working with one vendor.? https://lnkd.in/gcYsPnDd?
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Are you still doing cost basis and calculations the slow way?? ? Apex Silver can automate that work for you, thanks to extensible data adaptors that read your existing activity, position, account, and security master files.? https://lnkd.in/gcYsPnDd?
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Want to provide a better experience for your investors?? ? Apex Silver can help delight clients by providing automated real-time tax lots, cost basis calculations, and other value-added reports. https://lnkd.in/gcYsPnDd?
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Want to provide a better experience for your investors?? ? Apex Silver can help delight clients by providing on-demand data visualizations to demystify the full lifecycle of tax lot adjustments.? https://lnkd.in/gcYsPnDd??
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With the flexibility and scalability of cloud-native Apex AscendTM, moving faster and with more confidence is now a possibility.?Learn More! https://lnkd.in/gDXq6vxP
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Join female fintech leaders — including our own Lucille Mayer — for an inspirational panel discussion about how to navigate career challenges and seize opportunities.?
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