Apex Fintech Solutions Inc today announced the launch of its advanced Direct Indexing solution, empowering advisors and fintech platforms to deliver personalized, tax-efficient investment strategies with unprecedented control and flexibility.

This cutting-edge solution is available via intuitive user interfaces as well as through Apex’s suite of APIs.

Direct Indexing allows users to craft tailored investment portfolios by directly purchasing the individual constituents of an index. This approach unlocks opportunities to optimize tax outcomes, integrate impactful themes like sustainable and socially responsible investing, and deliver more precise control over portfolio construction to align with individual client goals.

Apex Direct Indexing is designed to support allocations as small as $10,000, making it accessible to a wider range of investors. With preloaded benchmarks for tracking large, mid, and small-cap stocks, advisors and fintechs can offer mass-customized investment strategies with greater ease.

“At Apex, everything we do centers on empowering our clients to do more—for their businesses and for the investors they serve,” said Bill Capuzzi, CEO of Apex Fintech Solutions. “Our new Direct Indexing solution is another step forward in democratizing investing by enabling users to offer personalized, tax-efficient portfolios with unmatched flexibility. As part of Apex’s Augmented Advice™ platform, this capability integrates seamlessly with our comprehensive suite of wealth-tech tools. We’re equipping firms to deliver personalized advice and smarter investing opportunities to every investor—regardless of portfolio size. This is about more than technology; it’s about reshaping the future of investing to ensure everyone has access to the tools they need to succeed.”

The solution is tailored for platforms aiming to differentiate their offerings by providing users with high levels of personalization. Sophisticated quantitative techniques underpin the technology, ensuring portfolios can closely track indices while allowing for targeted tilts toward client-defined preferences such as social responsibility factors or divestment from specific industries that don’t align to investor preferences. Advanced tax-loss harvesting strategies round out the offering, with technology that minimizes manual operational work for advisors.

Future enhancements to the Direct Indexing product are set to launch in the coming year and will include even greater personalization, such as custom indices supplied by users and sleeve rebalancing for more granular portfolio management.

Direct Indexing represents a new paradigm in portfolio management, bringing automated efficiency and human-centered precision together. Apex remains steadfast in its commitment to expanding what is possible for advisors and fintech platforms.