The data integration syncs position-level account data from Apex Clearing Corporation into RightCapital's financial planning software to help advisors scale up through efficiency.
SHELTON, CT / ACCESSWIRE / December 5, 2023 / RightCapital, the fastest-growing financial planning software for financial advisors*, today announced a new data integration with Apex Advisor Solutions (Apex Advisor Solutions "Apex" empowers the future of wealth management with digital custody and clearing provided through Apex Clearing Corporation, a subsidiary of Apex Fintech Solutions). With this integration, advisors can now import position-level account data from Apex directly into RightCapital. Once synced, the client account data will be accessible within RightCapital's Net Worth tab and will be updated daily.
Advisors working with Apex Advisor Solutions can more seamlessly leverage RightCapital's offering, which has received the highest advisor satisfaction rating among financial planning platforms in both the 2023 Kitces AdvisorTech Study and the 2023 T3/Inside Information Advisor Software Survey.
"We're thrilled to add Apex as a new integration partner, which we are confident will bring immediate benefits to our joint customers," said Shuang Chen, co-founder and CEO of RightCapital. "We are committed to expanding our data integrations with leading fintech partners like Apex to help streamline advisor workflows and support their growth."
"Our team at Apex is excited to collaborate with RightCapital to bring integrated financial planning resources to growth-oriented advisory firms. We are confident this integration will make wealth planning efficient and powerful for advisors and their clients," said Olivia Eisinger, general manager of Apex Advisor Solutions. "The ability for advisors to spend more time planning with clients instead of focusing on manual data entry will result in stronger relationships, greater potential for growth, and increased efficiency."
Upcoming RightCapital and Apex Integration Demo
To learn more about RightCapital and Apex, join the live demo on Friday, Dec. 15, 2023 at 2 p.m. EST. Register here: https://register.gotowebinar.com/register/1825835150600968790
For advisors who currently use RightCapital and Apex, the step-by-step integration guide is also available on RightCapital Help Center.
About RightCapital
RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors (Source: The Kitces Report - 2023 AdvisorTech Study). For more information, visit https://www.rightcapital.com.
About Apex Advisor Solutions
Apex Advisor Solutions empowers the future of wealth management with digital custody and clearing provided through Apex Clearing Corporation.
Apex Clearing Corporation, a wholly-owned subsidiary of Apex Fintech Solutions Inc., is an SEC registered broker dealer, a member of FINRA and SIPC, and is licensed in 53 states and territories. Securities products and services referenced herein are provided by Apex Clearing Corporation. FINRA BrokerCheck reports for Apex Clearing Corporation are available at: http://www.finra.org/brokercheck
Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex's omni-suite of scalable solutions fuel innovation and evolution for hundreds of today's market leaders, challengers, change makers, and visionaries. The Company's digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke solutions through its Apex Clearing™, Apex Advisor Solutions™, Apex Silver™, and Apex CODA Markets™ brands.
Nothing herein shall be construed as a recommendation to buy or sell any security. While we have made every attempt to ensure that the information contained in this document has been obtained from reliable sources, Apex is not responsible for any errors or omissions, or for the results obtained from the use of this information. All information in this document is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained due to the use of this information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability and fitness for a particular purpose. In no event will Apex be liable to you or anyone else for any decision made or taken in reliance on the information in this document or for any consequential, special or similar damages, even if advised of the possibility of such damages. Dissemination of this information is prohibited without Apex's written permission.
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SOURCE: RightCapital Inc.