Apex Fintech Solutions is launching Apex Alts, a new platform to enhance access to alternative investments for broker-dealer clients. This initiative aims to integrate alternative asset classes into existing brokerage accounts, simplifying the investment process for a broader array of investors. The platform will harness Apex Ascend infrastructure to provide seamless trading and customizable options.
Apex Fintech Solutions has announced its intention to introduce Apex Alts, a new platform designed to broaden access to alternative investments. The platform will allow clients of broker-dealers, advisory firms, and wealth management companies to invest in various alternative asset classes, such as private credit, private equity, and non-traded Real Estate Investment Trusts (REITs), through their current brokerage accounts.
Apex Alts aims to streamline the investment process, making alternative investments more accessible to a wider audience, beyond just institutional investors and high-net-worth individuals. The launch is scheduled for later this year, utilizing the Apex Ascend infrastructure to consolidate essential services, including trading, custody, reconciliation, and investor documentation.
This innovative approach is intended to simplify access to alternative investments, positioning it on par with the ease of trading equities or Exchange-Traded Funds (ETFs). The platform will also feature customization options for asset classes and distribution capabilities, improving the overall investor experience through real-time account onboarding and asset allocation.
Investors and advisors can expect enhanced asset diversification, providing exposure to a broad array of asset types. The platform’s seamless integration and adaptability are supported by customizable Application Programming Interfaces (APIs) and user-friendly interfaces, thereby optimizing user experience.
Bill Capuzzi, CEO of Apex Fintech Solutions, stated, “With Apex Alts, we’re democratising access and empowering every interested and qualified investor with a streamlined, intuitive product.” He emphasized that, “By offering a robust solution for clearing, custody, fund discovery, trading, reporting, and administration, we’re fundamentally transforming the alternative investment experience for clients.”
Additionally, Apex Alts will feature a scalable market connectivity option, which will provide clients with direct trading capabilities and extensive marketplace functionality. The innovative “bring your own fund” feature will allow clients to share their alternative investment funds within the Apex Alts Marketplace, thereby broadening their exposure to both retail and institutional investors.
For alternative fund issuers, the marketplace presents a significant opportunity to reach millions of retail investors utilizing the Apex Ascend platform. Apex commits to providing the necessary resources and tools to facilitate seamless integration for these funds. The full functionality of Apex Alts will be accessible through the Apex Ascend platform.
As the platform continues to develop, Apex has plans to introduce additional features, including enhanced marketplace tools and broader market access, with the ultimate goal of providing exceptional support for clients and their investors. Recently, in December, Apex also expanded its partnership with wealth management technology provider Advyzon to optimize investment management solutions for advisors.
In conclusion, Apex Fintech Solutions is set to launch Apex Alts, an innovative platform that enhances access to alternative investments for a diverse range of investors. By integrating these asset classes into existing brokerage infrastructures, Apex aims to simplify investment processes. With features designed for customization and scalability, especially for fund issuers and advisors, Apex Alts promises to revolutionize the alternative investment landscape.
Original Source: www.privatebankerinternational.com
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