Apex Clearing: Now Fully Integrated with Orion
- Apex Clearing a custody and clearing engine that’s powering the future of digital wealth management
- Orion Advisor Solutions the premier provider of the tech-enabled fiduciary process that transforms the advisor-client
- Under the integration, Apex’s account opening APIs are now available inside the client portal for advisors on Orion’s platform
- This will enable investors to seamlessly open and fund an account in minutes, without the need for any paper processes or signatures
- Using Apex’s technology which powers market-leading digital mobile investing apps
- Orion clients can now offer investors the ability to open accounts autonomously
