Streamlined billing support designed to reduce manual billing work.
In a few steps, Apex produces everything your billing cycle needs — a Schwab-formatted fee file, audit report, and two levels of invoices if requested.
Streamlined billing support designed to reduce manual billing work.
In a few steps, Apex produces everything your billing cycle needs — a Schwab-formatted fee file, audit report, and two levels of invoices if requested.
A few clicks. A full billing cycle.
Share your fee schedules, account data, and billing preferences. Apex aligns your RIA with your custodian — seamlessly and discreetly.
Apex calculates fees using your configured schedules, with an audit trail behind each number. Safeguards designed to protect customer data.
A properly formatted fee run, a detailed audit report for easy firm review, and two levels of invoices if requested — clean, professional, ready to send.
One process. Three deliverables.
A Schwab-formatted fee file prepared from the billing run for your review and submission.
Detailed calculation support for firm review and client inquiries.
Two levels of invoices, produced on request as part of the same run.
Built on innovation, trust, and long-term relationships.
A streamlined process that turns a full billing cycle into a few steps.
Transparent calculations, with an audit trail behind every number.
A partner across every billing cycle — not a one-time vendor.
We're here to help you succeed.
Tell us about your firm and your current billing process — we'll take it from there.
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