Range Is Moving From Financial Advice Toward a More Complete Wealth Platform Range Finance has selected Apex Fintech Solutions’ AscendOS to bring account opening, transfers, custody, clearing and execution into its wealth platform. Range will also deploy Apex Rebalancer for direct indexing, custom indexing and tax-loss harvesting, reducing the need for members to implement recommendations through separate providers. The integration fits Range’s subscription-based model, which serves high-income households without charging an asset-based advisory fee. Direct indexing is particularly relevant for clients managing taxable portfolios, concentrated stock positions and equity compensation, while automation can help Range expand those services without increasing manual work at the same pace. AscendOS also gives Range infrastructure supporting equities, ETFs, mutual funds, options, margin loans and fixed income, with alternatives planned later. Apex has been expanding the same technology across wealth and fintech through relationships with Navy Federal Credit Union, FusionIQ and Wavvest, while its acquisition of AdvisorArch (Now Apex Fintech Solutions) strengthened the direct-indexing and tax-management capabilities now available to Range. The longer-term ambition is broker-dealer expansion, although Range remains a registered investment adviser and has not announced the launch of a broker-dealer. The partnership is therefore best viewed as an infrastructure step: moving Range from advice layered over externally held accounts toward a platform capable of planning, opening, funding, managing and potentially brokering more of a household’s investments. More 👇 https://lnkd.in/e3Pzp7v4 #RangeFinance #ApexFintechSolutions #AscendOS #ApexRebalancer #DirectIndexing #WealthManagement #RIA #BrokerDealer #TaxLossHarvesting #Fintech #WealthTech #Investing #FinanceFeeds
Range Finance Partners with Apex Fintech Solutions for Wealth Platform Expansion
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