The partnership combines Apex’s straight-through processing with AIM’s Nucleus model marketplace and rebalancing tools. Credit: NRSPro/Shutterstock.

Apex Fintech Solutions (Apex), a global innovation launchpad, and wealth management technology provider Advyzon have expanded their alliance.

The collaboration integrates Advyzon Investment Management (AIM) solutions, aiming to streamline investment management processes for financial advisors.

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This partnership leverages Apex’s straight through processing capabilities and AIM’s Nucleus model marketplace and rebalancing solutions.

The enhanced partnership promises integrated technology solutions, combining Apex’s custodial services with Advyzon’s platform to offer advisors a suite of tools for client management, trading, and reporting.

The focus is on increasing efficiency, reducing administrative burdens, and allowing advisors to concentrate more on client relationships and strategic planning.

Apex advisory head Olivia Eisinger said: “By collaborating with Advyzon Investment Management and integrating our proven straight-through processing solutions, we are providing advisors with an efficient platform.

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“This allows them the flexibility to outsource or streamline investment management, enabling them to focus more on organic growth and spend more time expanding their businesses while meeting the expectations of today’s investors.”

This expansion builds upon the initial tie-up in February 2024.

Advyzon Investment Management CEO Lee Andreatta said: “Our ongoing partnership with Apex Fintech Solutions is a testament to our dedication to improving the advisory experience.

“We are excited about the opportunity to deepen our relationship with Apex and deliver an even more powerful, integrated platform designed to equip advisors with the tools needed to thrive in an increasingly complex market.”

Advyzon offers comprehensive wealth management technology and investment solutions through AIM for independent financial advisors and institutions.

The Advyzon platform includes portfolio management, performance reporting, trading, client web portals, CRM, billing, document storage, and a model marketplace from AIM.

In 2022, Brooklyn Investment Group partnered with Apex Fintech Solutions to introduce a new offering for unified investor experience across traditional and digital assets.