FusionIQ, Apex Fintech Solutions Partner to Expand Wealth Management Offering

Apex Fintech Solutions has teamed up with FusionIQ, a cloud-based digital wealthtech platform, to roll out an offering focused on integrating brokerage services and wealth management services. 

The offering enables clients to leverage and scale Apex’s clearing, custody, and brokerage services with FusionIQ’s capabilities, which includes digital financial advice, investing, digital model marketplace, and fin-TAMP capabilities. 

The offering is also designed to reduce time-to-market for banks, credit unions, registered investment advisors, and broker-dealers, Apex stated. 

“For firms to keep pace with today’s investors, they need backend systems that are fast, flexible, and secure,” said Bill Capuzzi, Chief Executive Officer of Apex Fintech Solutions. 

Recently, FusionIQ acquired wealth tech provider Marstone, in a move to launch a broader wealth technology platform that combines digital investing, financial planning and AI-powered advisory capabilities for banks, credit unions and wealth managers. 

Apex Fintech Solutions’ latest partnership comes after the platform collaborated with tech-driven registered investment advisor Evergreen Wealth to bolster its wealth management platform, Dynamic Portfolios in November.