APEX Fintech Solutions Inc today announced the start of the advanced solution of direct indexing, empowerment of Fintech Counselors and Plabes to provide personalized, tax investment strategies with unprecedented control and flexibility.
This cutting -edge solution is available through intuitive user interfaces as well as APEX’s API suite.
Immediate indexes allows users to build customized investment portfolios by immediately buying the individual components of an index. This approach unlocks the opportunities for the optimization of tax results, incorporates harmful issues such as sustainable and socially responsible investment and provides more accurate control in the construction of a portfolio to align with individual customers’ goals.
Apex Direct Indexing is designed to support the distributions as small as $ 10,000, making it accessible to a wider range of investors. With preloaded benchmarks to monitor large, medium and small equity shares, consultants and fintechs can offer massive integration strategies more easily.
“In Apex, everything we do focuses on strengthening our customers to do more – for their businesses and for investors who serve,” said Bill Capuzzi, chief executive of Apex Fintech Solutions. “Our new immediate indexing solution is another step forward for democratizing the investment, allowing users to provide personalized, tax efficient portfolios with unparalleled flexibility. As part of Augmened Platform Apex. they succeed. “
The solution is tailored to platforms aimed at diversifying their offers by providing users high levels of personalization. The sophisticated quantitative techniques support technology, ensuring that portfolios can closely identify markers, while allowing targeted slopes to customer preferences, such as social responsibility factors or the divestment of specific industries that are not aligned. Advanced tax harvest strategies complete the offer, with technology minimizing manual operational work for consultants.
Future improvements in the product of immediate indexing will begin next year and will include even greater personalization, such as custom indicators provided by users and the paneling of sleeves for more granular portfolio management.
Immediate indexing represents a new example in portfolio management, bringing the automated performance and accuracy with a human focus. Apex remains stable in its commitment to expand whatever is possible for Fintech consultants and platforms.