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Apex Fintech Solutions plans to offer advisors a feature that will eliminate the two-day settlement period. They have the option of extending it to clients.
As if Zoom weren't enough, the broker/dealer is working on an augmented reality application that will allow advisors and clients to 'meet' in a virtual room.
The firm is also working toward a hybrid work environment for its branch offices, to facilitate both human and mobile interactions, said CEO Paul Reilly.
