We're excited to announce we've partnered with Apex Fintech Solutions, the custodian behind major Fintech players like Coinbase and SoFi, to make opening and managing investment accounts with Range easier than ever for our members. Through this partnership, Range is able to continue offering top-of-the line investment management for 0% AUM fees, even when deploying strategies like direct indexing and tax-loss harvesting, which are 100% included in our annual flat-fee membership plans.
Range is reshaping what modern wealth management looks like for high-income earners, and Apex is proud to help power their next phase of growth. Through this alliance, Range will use the cloud-native AscendOS™ platform to deliver real-time account opening, digital funding, and seamless portfolio management for its members. Range will also use the Apex Rebalancer to enable direct indexing, custom indexing, and tax-loss harvesting capabilities at scale. Read the full press release: https://lnkd.in/gA6Mxb6C #Wealthtech #WealthManagement #Fintech #Investing