Portfolio Management purple - icon

View Our Brand Assets

Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

View Assets

Apex Clearing to Offer Vanare's Digital Advice Platform

NEW YORK, July 29, 2016 – 

Apex Clearing Corporation will begin offering to its broker dealer and RIA clients the ability to digitally manage investments using Vanare's digital advice platform. Vanare offers a wealth management technology platform with a highly customizable white labeled Roboadvisor. Services are expected to be available to Apex clients in the fourth quarter of 2016.

"Apex is committed to delivering smart, innovative technology solutions that put more control in the advisor's hands, making their businesses more efficient and profitable," said Bill Capuzzi, CEO Apex Clearing.

"We are excited to work together with Apex to provide their clients with a customizable digital wealth solution," said Rich Cancro, founder and CEO of Vanare. "Advisors today must differentiate their business from the competition. This offering helps advisors make that distinction in services even clearer."

Advisors interested in adding the Vanare platform can request a demo at www.vanare.com/contact.

About Apex Clearing

Apex Clearing Corporation is an innovator in clearing, custody, execution, and technology. They specialize in supporting a variety of financial institutions including broker-dealers, proprietary trading firms, retail brokerages, and financial technology startups. Their clearing and technology services power the most cutting-edge financial firms in the industry, and our innovative approach to back office solutions enables businesses to grow and succeed. Apex prides itself on thinking differently and tirelessly working towards the further evolution of financial services and what they can do for our clients. Apex Clearing Corporation is registered with the SEC, a member of FINRA, and a participant in SIPC. For more information, visit www.apexclearing.com.

About Vanare

Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution, which seamlessly includes a customizable roboadvisor option along with prospect and client management including client reporting, and flexibility across workflows, data and usability. With Vanare, advisors can build client relationships through both traditional face-to-face advice, as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the financial services community. To learn more, visit www.vanare.com. Follow @vanareplatform on Twitter.

INSIGHTS

Read our latest thinking

We all know technology is pivotal in streamlining operations, enhancing client engagement, and driving overall efficienc...
The T3 conference is the longest-running event dedicated to advisor technology, and it marked its 20th anniversary in La...
As a financial advisor, managing client relationships is crucial – one missed action can cause a rift.