Business Wire
• Designed to provide an advisor-centric solution that reduces administrative tasks
Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, are thrilled to announce the expansion of their strategic partnership focused on integrating with Advyzon Investment Management (“AIM”), an investment solution provider under the Advyzon umbrella.
Through this partnership, advisors can leverage the straight through processing that Apex provides and utilize AIM’s Nucleus model marketplace and rebalancing solutions to streamline investment management processes. For clients, this new integration between Apex and AIM gives advisors the option to outsource or make better use of technology to handle day-to-day investment management operations helping modern advisory firms spend more time on the goals they have for their businesses.
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“The expansion of our partnership with Advyzon highlights our shared vision of empowering advisors through technology and innovation,” said Olivia Eisinger, Head of Advisory at Apex Fintech Solutions. “By collaborating with Advyzon Investment Management and integrating our proven straight-through processing solutions, we are providing advisors with an efficient platform. This allows them the flexibility to outsource or streamline investment management, enabling them to focus more on organic growth and spend more time expanding their businesses while meeting the expectations of today’s investors.”
Key enhancements resulting from this partnership include:
- Integrated Technology Solutions: Combining Apex’s modern custodial services with Advyzon’s user-friendly platform, advisors can access a comprehensive suite of tools designed to streamline client management, trading, and reporting processes.
- Increased Efficiency: Advisors can benefit from reduced administrative burdens with automated workflows and straight through processing, allowing for more focus on client relationships and strategic planning.
- Robust Support: Both companies are committed to delivering exceptional support and resources to help advisors leverage these new tools effectively.
“Our ongoing partnership with Apex Fintech Solutions is a testament to our dedication to improving the advisory experience,” said Lee Andreatta, CEO of Advyzon Investment Management. “We are excited about the opportunity to deepen our relationship with Apex and deliver an even more powerful, integrated platform designed to equip advisors with the tools needed to thrive in an increasingly complex market.”
This partnership expansion builds on the initial partnership announcement in February 2024 and reinforces Apex and Advyzon’s commitment to innovation and delivering modern solutions tailored to the needs of financial advisors. It will help enable future innovations as both companies continue to collaborate closely to enhance the advisor-client experience.
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