With over 50 years of combined service in the RIA industry, we understand the unique needs of financial advisors and fintech platform providers.

Committed to You

We’ve challenged conventional thinking to deliver greater value and a better client experience — with reliable technology built by our sister firm Orbis Systems, Inc. Read more about our fresh perspective here.

Custody and Clearing Services

Client accounts are held in custody and securities cleared through Apex Clearing. Apex and ViewTrade Securities, Inc. provide SIPC protection, and Apex offers excess of SIPC coverage for supplemental account protection.*

Service, Support and Consulting

Our team is with you at every turn—from your initial transition to ViewTrade Institutional including service needs as you manage day-to-day operations—to consulting on enhancing your tech stack or making a strategic business decision.

WealthTech You’ve Dreamed of

We know you value choice and flexibility. You can choose to custody assets on the ViewTrade Institutional platform OR leverage only our advisor technology while maintaining your current custodial relationships.

We empower RIAs to manage their advisory firms more efficiently and profitably with technology to complement their existing business.

*Apex and ViewTrade Securities, Inc. are members of the Securities Investor Protection Corporation (SIPC), as a result, funds are available to meet customer claims up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. In addition to SIPC coverage, Apex has purchased an additional insurance policy through a group of London Underwriters (with Lloyd’s of London Syndicates as the Lead Underwriter) to supplement SIPC protection.

Let’s see how we can work together

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