Apex Fintech Solutions has formed a strategic alliance with OneVest to develop innovative digital investor experiences aimed at growth-focused companies.
This partnership seeks to integrate advanced technology that addresses current gaps in the technological frameworks of financial firms.
The collaboration brings together OneVest’s adaptable platform architecture with Apex Ascend’s scalable custodial services.
According to Apex Fintech Solutions, clients will have the flexibility to modify, replace, or add modules without needing comprehensive system overhauls.
Additionally, the integration of OneVest’s solutions into Apex Ascend enhances its back-office functions by incorporating a customisable front-end interface for both advisors and investors, along with a mobile application.
OneVest provides a wealth management platform that includes client onboarding, portfolio management, and analytics. Its modular design is said to allow financial institutions to address specific operational needs.
Apex Fintech Solutions aims to facilitate smooth investment access and support innovation through its digital ecosystem. It caters to market leaders and visionaries with bespoke services under its brands like Apex Clearing, Apex Advisor Solutions, and Apex Silver.
OneVest CEO Amar Ahluwalia said: “This collaboration will enable us to leverage Apex’s proven technology to deliver more flexible, efficient, and personalised investment solutions to our clients, empowering them to achieve their financial goals.”
The partnership allows Apex Fintech Solutions’ clients direct access to OneVest’s offerings through Apex Ascend, improving feature sets with minimal involvement from internal development teams.
As digital investment platforms evolve to meet increasing demand, this alignment equips both companies with the tools necessary to meet ever-changing investor requirements, said Apex Fintech Solutions.
Apex Fintech Solutions chief commercial officer Connor Coughlin said: “Joining forces with OneVest aligns with our mission to provide advanced technology solutions that drive the future of investing.
“Together, we are set to push the boundaries of what is possible in the investment realm, offering clients unprecedented access to modern advisor tools, digital investor experiences, enterprise management solutions, and much more, all designed to streamline and enhance their digital experiences.”
In another development, Apex Fintech Solutions recently announced the future launch of Apex Alts, a solution designed to broaden access to alternative investments for clients of broker-dealers, advisory firms, and wealth management entities.
Apex Alts will enable qualified investors to access various alternative asset classes such as private credit, limited partnerships, private equity, non-traded real estate investment trusts (REITs), and custom funds via traditional brokerage accounts. This initiative allows investors to diversify using an acquisition process similar to trading equities, mutual funds, or exchange-traded funds (ETFs).
