Apex Fintech and FusionIQ partner on wealth management stack

Apex Fintech Solutions has partnered with FusionIQ to provide an integrated technology stack for financial institutions. The collaboration combines Apex’s brokerage, clearing, and custody services with FusionIQ’s cloud-based digital wealth management platform.

The unified offering is designed for banks, credit unions, registered investment advisors (RIAs), and broker-dealers. It provides access to digital advice, self-directed investing, a digital model marketplace, and turnkey asset management (TAMP) capabilities through a single platform to reduce integration complexity.

Aimed at the mass affluent and next-generation investors, the partnership seeks to help institutions modernize wealth management services. Apex CEO Bill Capuzzi noted that the collaboration was developed in response to client demand for a streamlined stack rather than a collection of multiple vendors.