What the Apex and Advyzon Integration Means for Advisors

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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.