We are excited to share our latest collab with RightCapital - Right Plans for Real People a leader in financial planning software for advisors. This new integration marks a pivotal step in efforts to streamline the efficiency of financial advisory services.

Register: register.gotowebinar.com/register/18258…

At the 9th annual Wealth Management Industry Awards, Apex Fintech Solutions was recognized as a Finalist in the category of Custodians, Technology for their Onboarding Edge.

Learn more: bit.ly/3QG9yRr
Sponsored by Apex Fintech Solutions
#Wealthies

International Volunteer Day – a day to celebrate the power of individuals making a difference. At Apex, we're proud to amplify this spirit through our 8+8 volunteer program.
Let's recognize the impact of #volunteering and the collective strength to create a better world.

Recently at the Benzinga Fintech Deal Day, our CCO, Connor Coughlin, shared insights into our groundbreaking hybrid financial models. By blending traditional advisory expertise with cutting-edge tech, we're pioneering a more inclusive investment landscape.
benzinga.com/fintech/23/11/…

Lee Vance, HR Project Manager at Apex Fintech Solutions, is proud to be a veteran of the US Army. Today, we’d like to honor and thank him for his service to our country. Read his full story: linkedin.com/feed/update/ur…
#armyveteran #veterans #fintech #fintech careers

Say goodbye to time-consuming searches and hello to productivity! With #AskApex , our employees are experiencing firsthand the innovative power of #generativeAI , setting the stage for a wave of AI enhancements across our enterprise.
apnews.com/press-release/…

Exciting news, we have officially launched #AskApex , our internal AI-powered chatbot designed to revolutionize the way our team interacts with information. Integrated seamlessly into Slack, AskApex is here to help streamline employee questions.

We are thrilled to announce our CEO, William Capuzzi, has won the Benzinga Global Fintech award for Most Impactful Fintech Executive! 🎉 Thanks you Connor Coughlin, Chief Commercial Officer, for accepting this award on Bill’s behalf! #fintechexecutive #leadersintech

Apex Unveils AskApex: Internal AI-Powered Chatbot for Enhanced Employee Productivity ai-news.global/2023/11/08/ape… via Global AI News #ai #artificialintelligence Apex Fintech Solutions

.Apex Fintech Solutions Solutions unveiled its internal AI-powered chatbot, AskApex. spr.ly/6011usus5

Just 6 days left for Benzinga Fintech Deal Day in NYC!

Connor Coughlin, our Chief Commercial Officer, will speak on a panel titled 'The Changing Dynamics of Traditional Advisory with Robo-Advisors'.

benzinga.com/23/11/35571129…

Co-founder and CEO of F2Strategy, Doug Fritz, shares his take on the last month's #wealthtech news, including a new fixed-income investing platform by Apex Fintech Solutions, plans from Raymond James to integrate 55ip's tax management technology and more.
wealthmanagement.com/technology/wor…

Engineering manager at Apex Fintech Solutions, Cavan Fyans, explains how they are assisting businesses to make the most of Data and AI.

Check out this interview and more in the  #BigData  edition of our magazine: bit.ly/syncnibigdata
syncni.com/interview/1146…

A heartfelt shout-out to Apex Fintech Solutions for their incredible generosity in donating nearly 300 pairs of socks through their #Socktober initiative

If you're a business looking to make a difference. Contact Grace O'Neill at [email protected] to find out how you can contribute

Young Achiever of the Year: Colleen Judge from @Matrixapps
Banking Tech of the Year: Themis
Innovator of the Year: David Mitchell from Owners Bank
Director of the Year: Bill Capuzzi from Apex Fintech Solutions
Team of the Year: Q.ai

48 Hours remain until #NIDC2023

Time to introduce our Platinum Sponsor for this year... @ApexFintech🔥

Round of applause for their commitment to supporting the NI Tech community 👏 💕

Be sure to stop by their stall in the Exhibition Hall!

➡️ apexfintechsolutions.com

.Apex Fintech Solutions Chief Commercial Officer Connor Coughlin joins Jill Malandrino from #Money2020USA on Nasdaq #TradeTalks to discuss what Apex is doing to prepare for this next phase of evolution in retail investing.
twitter.com/i/broadcasts/1…

.Apex Fintech Solutions CEO Bill Capuzzi joins Jill Malandrino from #Money2020USA on Nasdaq #TradeTalks to discuss fixed income for retail investors. twitter.com/i/broadcasts/1…

Will you be at Money20/20? We’re going, and we would love to see you there. There are plenty of opportunities for us to connect, and we’d like to make sure you know where to find us -> Booth #6948

See you at #money2020 !

#fintech #wealthmanagement #investing

A Win for Them is a Win For Us! Congratulations to Orion on their win for automated account solution!

Apex powers digital account opening for Orion, so a win for them is a win for us.

Relive The Wealthies: bit.ly/45ka8Z6

#wealthies #wealthmanagement #fintech