Apex Launches Apex Astra for the Financial Advisors

In a groundbreaking move, Apex Advisor Solutions, a subsidiary of Apex Fintech Solutions Inc., has unveiled its latest innovation – Apex Astra. This cutting-edge solution marks a significant step towards transforming the advisory landscape by integrating flexible APIs and a robust advisor platform.

Apex Launches Apex Astra – What is it?

Apex Astra is a dynamic solution crafted to address the increasing demands for speed and quality in financial services. This revolutionary platform streamlines client onboarding and data access, redefining the advisory experience. 

By leveraging Apex’s flexible APIs, Astra simplifies account opening and accelerates access to decision-making data through seamless integration with leading tech solutions such as Orion and AdvisorArch.

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Features of Apex Astra – How it will Help Financial Advisors?

Apex Astra is a powerful tool that empowers financial advisors to provide efficient and superior client experiences in today’s financial landscape.

Streamlined Account Opening

Apex Astra responds to the demand for faster and better client experiences by streamlining the account opening process. Financial advisors using Astra can now provide clients a swift onboarding experience, reducing wait times and enhancing overall satisfaction.

Faster Access to Decision-Making Data

In the fast-paced world of finance, quick access to decision-making data is crucial. Apex Astra ensures financial advisors have expedited access to essential data, enabling them to make informed decisions promptly. This feature aligns with the evolving needs of clients who expect real-time insights.

Superior Digital Support Experience

Apex Astra goes beyond traditional offerings by providing financial advisors with a superior digital support experience. With innovative integrations and a user-friendly interface, advisors can navigate the platform effortlessly, enhancing their overall experience and efficiency.

Modernized Advisor Experience

Apex Astra modernizes the advisor experience by integrating with tech solutions like Orion and AdvisorArch. This unlocks the combined power of Apex and the third-party tech ecosystem, introducing features like rebalancing with fractional trading, digital client onboarding, and AI enablement through advanced overlays.

Drive Efficiency through Intuitive Navigation

Advisors using Apex Astra gain a significant advantage with intuitive navigation and custom views. The platform remembers where advisors are in their various workflows, eliminating the need to recreate processes. This intuitive design allows advisors to drive efficiency, saving time and energy.

Customizable Dashboard for Holistic Views

Apex Astra offers a customizable dashboard that enables advisors to filter data, generate custom reports, and access holistic views of clients and accounts. This feature empowers advisory firms to tackle day-to-day tasks faster while gaining key business insights, contributing to more informed decision-making.

Automated Tax Withholdings for RMDs and Withdrawals

Apex Astra introduces an innovative solution for tasks such as Required Minimum Distributions (RMDs) and other withdrawals. The platform allows users to auto-calculate tax withholdings by state, freeing up funds and initiating trades – all with a simple tap on the same screen. This streamlined process enhances efficiency and ensures compliance with tax regulations.

About APEX Fintech Solution

Apex Fintech Solutions is a leading company offering seamless access and frictionless investing solutions. Its scalable solutions empower innovation and evolution for numerous market leaders, challengers, change-makers, and visionaries. The digital ecosystem of Apex creates an environment that allows clients with big ideas to change the world. 

Way Forward

With its intuitive navigation, customizable dashboard, and efficiency-driven features, Apex Astra is set to redefine how financial advisors approach their daily tasks, allowing them to focus on what matters most – building meaningful relationships with clients.

Through its digital custody and clearing services provided by Apex Clearing Corporation, Apex Advisor Solutions remains committed to propelling the advisory industry into a new era of technological advancement.

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