Apex Creates Solutions for Financial Technology Firms

Apex Clearing Corporation pic

Apex Clearing Corporation
Image: apexclearing.com

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.


BLACK Platform Combines Solutions from Leading Platform Providers

BLACK Platform pic

BLACK Platform
Image: rbccorrespondentservices.com

Aegis Capital Corp. was founded in 1984 by Robert Eide with the vision of changing the way business is done in the financial industry and serving the needs of customers in complex real estate transactions. Committed to customer satisfaction, Aegis Capital Corp. forms partnerships with various financial and marketing organizations to ensure the highest level of service. Its affiliations include a clearing relationship with RBC Correspondent Services, which offers the BLACK platform solutions tool.

An integrated financial advisor platform, BLACK combines the solutions of numerous leading financial services technology companies and prepares them for release as a single pre-packed unit. Technology solutions released in this manner generally cost 80 percent less than the total cost of purchasing each one separately. BLACK draws on four separate platform providers that contribute toward solutions for financial planning, customer relationship management, client and portfolio risk alignment, and account aggregation and client engagement. Furthermore, the platform plans to incorporate additional providers associated with trading and accounting.

AdvisoryWorld Partnership Offers Tailored Software Applications