Apex Fintech Solutions – an innovation launchpad for the global investment ecosystem – announced the upcoming launch of Apex Alts, a solution designed to democratize access to alternative investments for customers of broker dealers, advisory firms, and other wealth management companies.
Apex Alts will offer eligible investors with seamless access to a wide range of alternative asset classes — like private credit, limited partnerships, private equity, non-traded REITs, bespoke funds, and more — all directly through traditional brokerage accounts. Through Apex Alts, investors can explore and diversify into alternatives, using a purchasing process similar to trading equities, mutual funds, or ETFs.
By embedding alternative investments into the standard brokerage infrastructure, Apex Alts helps firms offer more diversified portfolio options to their investors. And alternative investments have been limited to institutional players or ultra-high-net-worth individuals due to accessibility, cost, and operational complexity. Apex Alts changes this by:
1.) Lowering the barriers traditionally associated with these asset classes, such as bifurcated investor experiences and the higher cost of servicing these assets;
2.) Consolidating core services — trading, custody, reconciliation, and investor documentation — through the Apex Ascend infrastructure;
3.) Providing “bring your own funds” distribution capabilities via the network;
4.) Customization of additional asset classes, diversification, and streamlined investing experience; and
5.) Enabling a better investor experience with real-time new account onboarding, customization of asset allocation, and expanding the Total Addressable Market (TAM) of Apex clients and participating fund issuers.
These are the features and benefits:
1. Simplified Access Through Brokerage Accounts – Apex Alts integrates alternative investments directly into existing brokerage accounts, eliminating the need for separate platforms/manual paperwork. And clients can now manage traditional and alternative investments side by side on Apex Ascend, the cloud-native trading, clearing, and custody platform, making portfolio diversification more accessible than ever.
2. Increased Asset Diversity – Investors and advisors gain exposure to various asset types, including hedge funds, funds of funds, private equity, non-traded REITs, private company shares, private credit, limited partnership interests, and business development companies. This expanded asset coverage enables more investors to pursue more sophisticated growth and diversification strategies that were previously out of reach.
3. Seamless Integration and Flexibility – With customizable APIs and user-friendly interfaces, Apex Alts simplifies onboarding and integration for Apex Ascend users — whether they require a turnkey solution or a bespoke setup.
4. Scalable Market Connectivity – Apex Alts provides flexibility to meet investors’ evolving needs with options for direct trading, pre-built alternative models, and robust marketplace functionality.
5. Bring Your Own Fund – Clients can share their own alternative funds and expose them to appropriate buyers, including institutional investors, accredited retail investors, and non-accredited investors in the Apex Alts Marketplace.
6. Expose Your Fund to Apex’s Retail Base – Apex Alts Marketplace can expose the millions of retail investors on the Apex Ascend platform to alternative fund issuers. Issuers can count on Apex to provide the tools and resources to help integrate seamlessly with our platform, ensuring alts products gain visibility.
KEY QUOTE:
“With Apex Alts, we’re democratizing access and empowering every interested and qualified investor with a streamlined, intuitive product. By offering a robust solution for clearing, custody, fund discovery, trading, reporting, and administration, we’re fundamentally transforming the alternative investment experience for clients. And with our Apex Alts Marketplace, we’re significantly expanding investor choices, too.”
- Bill Capuzzi, Chief Executive Officer of Apex Fintech Solutions
