Apex Fintech Solutions

New Account Opening

Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s omni-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 the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, digital assets, and SaaS solutions through its Apex Clearing™, Apex Crypto™, Apex Advisor Solutions™, Apex Silver™, and Apex CODA Markets™ brands. For more information, visit apexfintechsolutions.com.

Integration

Docupace has integrated with Apex Fintech Solutions APIs to provide a universal account opening solution for Apex Clearing and Apex Advisory business.

Integration Benefits:

  • API integration for New Account Opening which: 
    • Reduces duplicate data entry
    • Reduces time to open new accounts
    • Increases consistency in account opening processes
    • Improves advisor experience
  • Increases advisor and back office efficiency by:
    • Reducing NIGO rates through automated data validations
    • Including Docupace’s “click to sign” technology eliminating 3rd party electronic signature costs
    • Centralizing system of record support for all documents