Our operations and technology team chooses, implements, runs, and customizes the technology platform for 30-plus independent firms, working under one roof with the investment team — so a practice can scale without adding payroll, with an operation that is synced to your custom investment support.
Custodian agnostic, and built around the planning, compliance, and data tools the firm already has.
Improve advisor and client experiences with high-touch middle- and back-office support, and technology that reduces administration.
Drive growth as a hands-on resource and partner to build and implement accessible, functional, and cost-effective solutions.
Meet advisors' business goals with proven technology, operations, and an investment team with deep industry experience.
Contribute to success by streamlining processes and providing personalized ongoing support to meet practice- and client-level goals.
We work alongside your transition-planning partners to design and configure the technology platform around your operating goals, then advise through every step — design, mapping, account conversion, initial operations, and training. Ongoing middle- and back-office support and problem resolution carry on after day one.
Modernizing is hard, mostly because of the inertia of legacy technology. We design, configure, and support a customized investment-advisory and planning platform that raises productivity and service, and integrate disparate systems into one seamless operation — even with assets at multiple custodians.
Aptus Business Solutions is the operations and technology group of Aptus Capital Advisors (Birmingham, AL).