Apex last year partnered with three firms that offer the technology that enables traditional financial institutions to offer digital wealth management: InvestCloud, RobustWealth and Trizic.
“This is an exciting time in the B2B space because you’re seeing a lot of legacy institutions with complex architecture struggling with digitizing their capabilities,” Trout says. “So you’re seeing the emergence of dedicated B2B platforms like Trizic, RobustWealth and InvestCloud that aren’t necessarily wealth advisors but are providing the digital tech for financial institutions to offer digital advice.”
