AI-powered planning solution delivers comprehensive financial plans using real-time custodial data — from tax planning to estate analysis to portfolio transitions — eliminating hours of manual data entry for advisors
Apex Fintech Solutions, Inc. (“Apex”), an innovation launchpad for the global investing ecosystem, and Wavvest, the AI engine automating professional financial planning, announced a strategic partnership to deliver AI-powered financial planning capabilities to Apex clients. The collaboration will integrate Wavvest’s planning technology with Apex’s custodial data infrastructure, expanding Apex’s AI Suite — a comprehensive package of AI-powered tools spanning advisor productivity and platform development capabilities, including Ask Ascend for intelligent coding and documentation support and the Agentic Development Kit for rapid integration development and prototyping.
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Unlike limited, single-use planning tools, Wavvest’s multi-use AI assistant leverages client data directly from Apex AscendOS APIs. In just minutes, the solution generates comprehensive financial plans, tax analyses, and additional recommendations — automating tasks that typically require hours of manual entry in legacy software. This frees up advisors to spend more time building deeper relationships and guiding clients through life’s most pivotal financial decisions.
Strategic partnership enhances advisor capabilities
“At Apex, we’re committed to being AI-forward in everything we build,” said Bill Capuzzi, CEO of Apex Fintech Solutions. “Our goal is simple: enable our clients to save their advisors time and enhance their service capabilities. Through strategic partnerships like this one with Wavvest, we can offer our clients access to cutting-edge tools that fit their process, connected to real-time data, with seamless workflows — no compromises, no workarounds.”
Brendan King, CEO of Wavvest added: “AI should elevate advisors, not replace them. Through this partnership, we’re embedding intelligence directly into modern, API-first infrastructure. By combining Wavvest’s planning technology with Apex’s institutional-grade custodial platform, we’re creating a more connected operating environment that allows firms to move faster, operate more efficiently, and serve clients with greater precision. That ultimately frees advisors to focus on what matters most: building lasting client relationships.”
How it works
- Multi-use AI Assistant: Wavvest handles tax planning, comprehensive financial plans, estate analysis, portfolio transitions, and more — all from a single interface
- Real-time data integration: Pulls portfolio holdings and account metadata directly from Apex AscendOS™ APIs — no manual data entry required
- Advisor transparency: Advisors can drill into any assumption and verify outputs before presenting to clients
- Data connectivity workflow: The solution connects directly to Apex AscendOS™ APIs to access accounts and position data. The Wavvest assistant provides planning support for complex use cases like equity compensation, direct indexing, insurance policy analysis, and other bespoke scenarios
Future capabilities include evolving the assistant from “read-only” to “read-write” — enabling advisors to approve AI-generated recommendations that automatically execute through Apex’s APIs.
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