RobustWealth and Apex Join to Bring ETF Trading10.19.2017
RobustWealth, a digital wealth management platform designed by and for investment advisors, announced today a new partnership with Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space.
The partnership bolsters RobustWealth’s platform and enables trading of ETFs, mutual funds and U.S. stocks included in the platform fee, as well as a rapid client onboarding experience, account linking, same-day funding and easy-to-use bank transfers. As part of RobustWealth’s BaseCAMP suite, advisors’ clients will continue to benefit from the sophisticated rebalancing and trading of their goal-&-risk based portfolios in a completely private-labeled environment.
“RobustWealth’s relationship with Apex Clearing is indicative of our commitment to continue improving the client-advisor relationship through disruptive technology,” said Mike Kerins, CFA, founder of RobustWealth. “Our platform is designed to help advisors differentiate themselves from competitors and add value to the client experience, while minimizing costs and improving efficiency.”
Apex Clearing is known as a pioneer in digital wealth and has established itself as the custodian of choice for many leading digital advisors. Using Apex’s flexible technology, advisors have eliminated paper-centric onboarding processes, and dramatically reduced the time it takes to open and fund new accounts to just a few minutes.
“At Apex, we’re committed to creating solutions that help advisors transition into the digital era of investing and offer their clients the efficient, cost-effective and transparent services they’ve come to expect,” said William Capuzzi, CEO of Apex Clearing. “Keeping costs low, providing value to advisors and transforming the way people invest are all tenets we found in the team at RobustWealth. We consider our partnerships carefully and could not be more thrilled to partner with them.”
RobustWealth is a digital wealth management platform built by and for investment advisors, and engineered to satisfy their unique needs. It integrates previously modular features into one seamless suite that advisors can leverage to optimize their practice on their clients’ behalf. The easy-to-use technology is delivered in a completely private-labeled environment, customized to the advisor’s brand.
For more information and the latest updates on RobustWealth, please visit us on LinkedIn: linkedin.com/company/robustwealth
About Apex Clearing Corporation:
Apex Clearing Corporation is a leading provider of digital wealth solutions that is powering the innovation behind 21st century investing. An independent, full-service clearing firm, Apex partners with financial services firms ranging from disruptive fintechs to Fortune 500 enterprise advisors to succeed in the digital age. Apex’s fully-integrated, customized solutions allow registered investment advisors (RIAs), digital advisors, fintech firms, broker dealers and full service firms to operate more efficiently, maximize profitability, give customers more control, and reach new investors. Founded in 2012 and based in Dallas with offices in New York City, Chicago and Portland, Oregon, Apex Clearing Corporation is registered with the SEC, a member of FINRA, and a participant in SIPC. For more information, visit apexclearing.com.
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