Calgary’s OneVest, a leader in wealth management technology, has entered into a strategic collaboration with Apex Fintech Solutions to enhance digital investor experiences for financial firms.
The partnership integrates OneVest’s composable wealth management platform with Apex’s scalable custodial solution, Apex Ascend, allowing clients to customize their technology stacks without disrupting existing systems.
Through this alliance, Apex clients will gain direct access to OneVest’s modular front-end solutions for advisors and investors, including a configurable web platform and mobile app. This integration expands Apex Ascend’s back-office capabilities by introducing seamless digital workflows that enhance efficiency and user experience.
“We are thrilled to partner with Apex Fintech Solutions, a company that shares our commitment to innovation and excellence in the financial industry,” said Amar Ahluwalia, CEO of OneVest. “This collaboration will enable us to leverage Apex’s proven technology to deliver more flexible, efficient, and personalized investment solutions to our clients, empowering them to achieve their financial goals.”
Connor Coughlin, Chief Commercial Officer of Apex Fintech Solutions, emphasized the potential of the partnership. “Joining forces with OneVest aligns with our mission to provide advanced technology solutions that drive the future of investing. Together, we are set to push the boundaries of what is possible in the investment realm, offering clients unprecedented access to modern advisor tools, digital investor experiences, enterprise management solutions, and much more, all designed to streamline and enhance their digital experiences.”
As digital investing continues to evolve, financial firms require flexible, scalable solutions to keep pace with investor expectations. The partnership between OneVest and Apex aims to address this demand by equipping firms with adaptable, cutting-edge technology to meet the needs of today’s investors.
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