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Apex Fintech Solutions Acquires AdvisorArch

March 19, 2024 by Eugene Grygo

Apex Fintech Solutions Acquires AdvisorArch

Apex Fintech Solutions intends to strengthen its RIA Custody and Execution Platform with digital advice tools that will be added as a result of Apex’s acquisition of AdvisorArch, a portfolio management and rebalancer provider, officials say. Apex will not be disclosing the financial details of the acquisition, which is expected to be final on April… Read More >>

Filed Under: Derivatives Operations, Derivatives Processing, Securities Operations, Affirmation, Allocation & Confirmation, Back Office, Buy-Side, Industry News, Middle-Office, Operational Risk, Ops Automation, Digital Asset Custody, Digital Transformation, FinTech Startups, FinTech Trends, Back-Office, Integration Tagged With: AdvisorArch, Apex Fintech solutions, automation, custody, execution, financial advisors, registered investment advisor, RIA

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