Apex Fintech Solutions’ Post

While open-ended funds are a huge opportunity for private markets in 2024, they also present significant administrative challenges; from high volume investors to more frequent NAV calculations and redemption requests. That’s why we’ve combined our market-leading alternatives expertise with best-in-class technology platforms to enable our clients to unlock opportunities for funds with open-ended fund characteristics. To find out more about our open-ended fund offering, click here: https://lnkd.in/g5kJUMYn

Secure your ticket here: https://lnkd.in/e6RMzFBi We’re delighted to have Rob Middleton, Chief Data Officer and Elodie Blyth de Fontenay, Head of Digital Strategy & Transformation from Royal London Asset Management present at this year’s InvestOps Europe! Don’t miss out on their keynote as they discuss how they are transforming their data model to create data-driven operational processes and generate insights that boost efficiency and performance. #middleoffice #backoffice #investops #investmentoperations

Are you a Fund Manager? 💰 Did you know that CannaSpyglass' data can help you find new, high-quality investment opportunities? 🚀 Learn more about how you can use our platform to turn prospects into investments faster here: https://hubs.la/Q02k1nBx0 #cannabisdata #investors #investmentdata #cannabisindustry

Capital Decay creeps in when innovation stops ! Investopedia defines Capital Decay such “ Capital decay is an economic term referring to the amount of revenue that is lost by a company due to obsolete technology or outdated business practices. Revenue is lost because a firm loses its competitive standing due to old practices and clients to elsewhere. Capital decay is a growing problem for firms, as the rate of technological development continues to increase. This financial malady can cause firms without current technology to struggle to keep up with competitors.” Bank Deposits is such an area and most Enterprise still have manual processes for Deposit Optimization and cash management. It's time for a fresh approach with Deposit Platforms such as Likwidity. #Treasury,#Cashmanagement, #Yield, #Depositoptimization, #Interestrates, #Cashaccounts, #Governance, #SaaS, #Bankdeposits, #riskmanagement, #concentrationrisk, #bankrisk, #cfo

Capital Decay creeps in when innovation stops ! Investopedia defines Capital Decay such “ Capital decay is an economic term referring to the amount of revenue that is lost by a company due to obsolete technology or outdated business practices. Revenue is lost because a firm loses its competitive standing due to old practices and clients to elsewhere. Capital decay is a growing problem for firms, as the rate of technological development continues to increase. This financial malady can cause firms without current technology to struggle to keep up with competitors.” Bank Deposits is such an area and most Enterprise still have manual processes for Deposit Optimization and cash management. It's time for a fresh approach with Deposit Platforms such as Likwidity. #Treasury,#Cashmanagement, #Yield, #Depositoptimization, #Interestrates, #Cashaccounts, #Governance, #SaaS, #Bankdeposits, #riskmanagement, #concentrationrisk, #bankrisk, #cfo

Empower Your Investments with Digital Wealth Management! 📈📱 Digital wealth management platforms are democratizing investing, offering sophisticated investment strategies, personalized advice, and intuitive interfaces for investors of all levels! 💰 Gone are the days of traditional wealth management firms. Digital platforms use algorithms and machine learning to analyze your financial situation and goals, recommending tailored investment portfolios and automating portfolio rebalancing. Invest smarter, not harder, with digital wealth management! 🤖

💥 At Helios we strive to equip financial advisors with the essential tools and support required to provide their clients with a world-class asset management experience. One way we are supporting advisors is by now offering trade execution services! We are committed to breaking down the financial barriers that many advisors and clients face and are departing from a traditional flat-fee model, making our suite of resources and investment strategies more accessible. To learn more about this exciting new offering, read here: https://bwnews.pr/4aZAe7L #wealthtech #wealthmanagement #customization #data #investing #machinelearning

Over $13 billion of private assets are expected to be traded online in the next 10 years, with over $30 billion already being traded annually. The private capital market is expected to grow in the United States, driven by an increase in high-net-worth individuals (HNWIs), intergenerational wealth transfer, and companies choosing to stay or go private. KingsCrowd is a SaaS software and data platform that provides financial recommendations for private investing. It is the leading provider serving the alternative investing sector, with the vision of becoming the Bloomberg of private investing. More about why we invested here: https://lnkd.in/ekhvURPF

Congratulations to the Nucleus Financial team on snapping up Third Financial. The market for advice firms looking to take more control is so interesting. Seeing traditional platforms pivot and broaden like this feels like a punchy move. Bloomin good timing too for NextWealth's next #advisertechstack report coming soon, which looks specifically at the platform-as-a-service model. Nice.

PRESS RELEASE -- BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets: https://bwnews.pr/3RIYNxD BlackRock and GeoWealth to Deliver Automated Custom Models to Enable Access to Private Markets, Direct Indexing and Fixed Income SMAs in Addition to ETFs and Mutual Funds in a Single Account “By combining BlackRock’s portfolio design expertise with GeoWealth’s implementation platform, we will make it easier for advisors to build a models-based practice and enable broader access to private markets – one of today’s most sought-after asset classes,” said Eve Cout, Head of Portfolio Design & Solutions within BlackRock’s U.S. Wealth Advisory business. “This initiative supports our goal of helping more and more advisors meet the evolving needs of their clients, who increasingly seek more diversified, personalized and tax-efficient strategies.” Read the press release here: https://bwnews.pr/3RIYNxD