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Monday, April 15, 2024

Apex Acquires Automated Rebalancer | ThinkAdvisor


Apex Fintech Options Inc., a digital wealth administration fintech agency, has acquired AdvisorArch, a portfolio administration firm and automatic rebalancer for monetary advisors.

The deal provides to Apex’s RIA custody and execution platform digital recommendation instruments that allow wealth administration corporations to construct shopper experiences at scale, the agency stated. AdvisorArch automates beforehand time-consuming processes which are key to shopper service, it added.

“Our deep integration into Apex’s RIA Custody and Execution Platform will make it seamless for conventional advisors and fintechs to automate their rebalancing course of whereas additionally providing further companies resembling tax-loss harvesting capabilities and direct indexing,” based on Mike Kerins, the previous co-CEO of AdvisorArch who’s becoming a member of the Apex staff.

Apex CEO Invoice Capuzzi stated, “Our long-standing dedication to advisory has led us to adapt our world class fintech brokerage choices to go well with the evolving wants of the subsequent era of monetary advisors.”

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