Wealth Management

Apex Fintech Launches AI Suite to Speed Wealth Platform Development

Apex Fintech Solutions has launched its Apex AI Suite, featuring one of the first agentic development kits in the clearing ...
Business Wire

Orion Partners with Apex to Launch Fast, Fully Digital Account Opening for Independent Advisors

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions today announced a partnership with Apex Advisor Solutions, a subsidiary of Apex Fintech Solutions (“Apex”), to deliver a fully digital account ...
Asset Servicing Times

Orion Advisor Solutions picks Apex to support account opening

Orion Advisor Solutions has selected Apex Advisor Solutions, a subsidiary of Apex Fintech Solutions (Apex), to deliver a fully digital account opening solution for independent advisors and their ...
Yahoo Finance

Manulife Wealth Launches New Apex Unified Managed Account (UMA) Program: A Streamlined Investment Solution to Boost Investment Advisor Efficiencies and Client Relationships

OAKVILLE, ON, April 14, 2025 /CNW/ - Manulife Wealth Inc. (Manulife Wealth), a company of Manulife Wealth & Asset Management, today announced the launch of its Apex Unified Managed Account (UMA) ...