Our combined technologies are flexible and powerful enough to deliver digital wealth solutions across the entire wealth management spectrum.
SAN FRANCISCO (PRWEB) January 16, 2018
Trizic, a leader in enterprise class digital advice and workflow technology, today announced it has partnered with Apex Clearing, an independent, full-service clearing firm and leader in digital wealth management, to launch a new platform for RIAs, banks and credit unions, and other enterprise clients. The partnership provides clients with an end-to-end digital advice solution with a focus on flexible and streamlined feature management.
Using Apex’s sophisticated, scalable solutions, Trizic will offer customers exceptional speed to market. In addition to a quick onboarding process, with simplified and accelerated account opening and funding, the combined solution will provide streamlined trade execution, portfolio management, performance reporting, billing, and statement delivery.
“Apex has established themselves as a leader in digital wealth solutions,” said Drew Sievers, CEO of Trizic. “Our combined technologies are flexible and powerful enough to deliver digital wealth solutions across the entire wealth management spectrum, from small RIAs to large banks and broker dealers. Our partnership enables financial firms to implement their digital strategies in the most timely and cost effective manner.”
The platform is fully customizable providing automated cash movements and ACATs, digital reporting, and DOL compliance with simple and white-labeled advisor and client UIs. Trizic’s API-powered technical architecture also lets advisors create custom investor experiences as part of an omni-channel communications strategy.
“Trizic is an impressive company with a track record of delivering enterprise level applications for advisors and large financial firms,” commented Apex Clearing CEO William Capuzzi. “This is another opportunity for Apex to partner with a leading fintech firm to drive the digital revolution in wealth management and help advisors give their clients the efficient, cost-effective and transparent digital experiences they expect and demand.”
Trizic and Apex will begin on-boarding initial clients onto the platform in January 2018.