To align our product development with our Clients’ strategies, Apex has adopted a number of product management best practices from the software industry and adapted them to address some of the unique challenges within financial services. 

The “coordinated releases” take place over a 16-week cycle, which amounts to about 4-months in between releases. That translates to 3 full release cycles per year. In this document you will find key features and functions that are generally available to clients via the release process.   


Highlights from this launch cycle include:


  • Apex Lend (formerly Fully Paid Stock Lending) has added the ability to support margin accounts
  • Apex Cash has been enhanced to allow clients to customize descriptions on statements, setup/manage scheduled transfers and initiate outgoing wire requests
  • Apex Accounts API has been enhanced to include additional account types for Corporations, LLCs and Statutory Business Trusts
  • Apex is proud to announce the introduction of new partnerships with Marstone and Orion

Fill out the form to explore a more detailed listing of these feature enhancements. 

Fill out the form for the 20b Release Notes