After more than three decades of service, Aegis Capital Corp remains true to its roots by presenting clients with reliable solutions on par with what large banks can offer. Under the leadership of CEO Robert Eide, Aegis Capital has created wealth-management products and institutional services. To sustain the quality of its services, Aegis Capital Corp works with clearing firm Apex Clearing Corporation.
Apex Clearing Corporation combines the experience of its leadership team to deliver retail and institutional solutions. Acknowledging the transition of companies into a digital platform, Apex created unique solutions for financial technology firms. These solutions include Apex Connect, Apex Paperless, Apex Transfer, and Apex Assist.
Apex Connect’s capabilities enable clients to integrate their back-office processes. The account-creation technology Apex Paperless assists clients in generating customers effortlessly. Apex Transfer automates cash management with customer asset solutions. Meanwhile, Apex Assist assigns a dedicated account representative and service team to clients.