Apex Fintech Solutions Logo

Quick Links

Augmented Advice™

Digital sleek.
Human depth.
Next-gen scale.

Your firm didn’t ask for digital disruption.
Thrive anyway.

Get the tools to help scale your business without
compromising the expertise your clients trust.

Contact Us

Offer the digital experiences clients want

  • Get pre-built client portals or plug your app into our APIs
  • Offer self-service and/or advisor-led experiences
  • Customize it to your brand
  • Keep the human touch of advisor relationships

Equip yourself to pursue growth with Augmented Advice

This isn’t just about adapting; it’s about thriving in the digital-first era.

Provide an onramp to personalized advice

Rebalancer

Model marketplace

Direct indexing

Portfolio insights

Alternative investments

Advisor workstation

Take one step — make several
leaps forward

Meet Augmented Advice, your ready-made combination of client apps, advisor tools, and back-end automations.

  • Deliver sleek client experiences
  • Expand your reach to next-gen investors
  • Free up your team’s time along the way

Privacy | Legal | Disclosures | Apex Clearing Form CRS | Site Map | Divulgaçoes (Disclosures in Portuguese)
© 2025 Apex Fintech Solutions

All product and company names are trademarks ™ or registered ® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Apex Clearing Corporation, wholly owned subsidiary of Apex Fintech Solutions Inc., is an SEC registered broker dealer, member of FINRA and SIPC, and licensed in 53 states and territories.

Securities products and services referenced on this site are provided by Apex Clearing Corporation. FINRA BrokerCheck reports for each entity are available at: http://www.finra.org/brokercheck

Commodity futures and options on futures products and services referenced on this site are provided by Apex Clearing Corporation, a CFTC registered futures commission merchant and a member of the NFA. NFA BASIC reports for Apex Clearing Corporation are available at: https://www.nfa.futures.org/BasicNet/basic-profile.aspx?nfaid=l46QDyMcnhU%3D

The availability of products and services may vary by country. Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, products, or services by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Any company stocks and ticker symbols that appear on this website are for illustrative purposes only and do not constitute a recommendation for a particular security. All investments carry risks. Investment returns will fluctuate and are subject to market volatility. An investor’s shares, when redeemed or sold, may be worth more or less than their original cost. You should consider your investment objectives, the risks involved, and consult with your investment and/or tax professional about your specific circumstances prior to making an investment decision.