Tagged: bill capuzzi

Retail Welcomed: Apex to Debut Fixed-Income Investing Platform in 2023

Apex Fintech Solutions’ new fixed-income investing platform promises everyday retail investors the ability to directly invest in fixed-income via fractional corporate bonds and treasuries, the company said this week. The solution meets investor demand for portfolio diversification and yield that fixed-income can offer. However, Apex… Read More

In Wake Of DOL’s Fiduciary Rule: Fintech Firms FolioDynamix & Apex Clearing Announce Partnership to Deliver Next Generation of Automated Investment Advice

On Thursday, FolioDynamix announced its partnership with Apex Clearing to usher in a new wave of customer-centric investment technology in the wake of the Department of Labor’s Fiduciary Rule. The collaboration of the two fintech companies reportedly combines turnkey investment technology from FolioDynamix with automated and expedited… Read More

Fintech Firm InvestCloud Forms Partnership With Apex Clearing to Create New Digital Advice Platform

Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global fintech firm InvestCloud as a technology partner for its new digital advice platform. According to the companies, Apex will allow fintech startups and financial institutions to quickly take to… Read More

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