What the Apex and Advyzon Integration Means for AdvisorsWhat the Apex and Advyzon Integration Means for Advisors

Megan Hausmann of Apex discusses the new partnership between Apex and Advyzon and explains how the collaboration introduces a direct integration through Apex's API into the Advyzon platform. The all-in-one solution is designed to streamline digital account opening, funding, and a suite of other functionalities directly within Advyzon's ecosystem, eliminating the need for advisors and their clients to switch between different platforms for various services. The partnership is a testament to both companies' commitment to innovation, aiming to simplify operations, enhance client interactions, and provide a seamless, efficient experience.