Apex soups up tech offering with AdvisorArch acquisition
The deal promises enhancements to its RIA custody and execution platform, including industry-leading direct indexing and automated rebalancing.
Apex, one of the country’s leading tech vendors in facilitating digital wealth management for advisors, has just completed a key acquisition. To advance its RIA custody and execution platform, Apex Fintech Solutions Inc. has snapped up AdvisorArch, a leading portfolio management and rebalancing co
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