Custody & clearing

Apex Fintech Solutions

Holds client assets and clears trades for accounts opened through alooola.

About Apex Fintech Solutions

Apex Fintech Solutions provides custody and clearing to investment firms. A custodian holds the assets in your account. Clearing settles each trade.

Where it fits

Your assets sit with a third-party custodian, not with us. We advise on the account and manage it. Apex holds it and settles the trades.

Questions about how the pieces fit?

Talk it through with an advisor.