‘Automated Rebalancer Acquired by Apex’

Apex Fintech Solutions Inc., a digital wealth management fintech firm, has recently acquired AdvisorArch, a portfolio management company and automated rebalancer for financial advisors. This acquisition will enhance Apex’s RIA custody and execution platform by bringing in digital advice tools that help wealth management firms create client experiences on a larger scale.

AdvisorArch’s automated processes will streamline tasks that were previously time-consuming, ultimately improving client service. The integration of AdvisorArch into Apex’s platform will allow traditional advisors and fintechs to automate their rebalancing process with ease. Additionally, services such as tax-loss harvesting capabilities and direct indexing will be offered to further enhance the platform’s offerings.

Mike Kerins, the former co-CEO of AdvisorArch, expressed his excitement about joining the Apex team and highlighted the benefits of the integration. With a deep focus on customization and efficiency, Apex is committed to meeting the ever-changing needs of financial advisors. CEO Bill Capuzzi emphasized the company’s dedication to adapting their fintech brokerage offerings to better serve the next generation of financial advisors.