The APA Back Office Platform Explained

 In RIA's Rule

The APA Back Office Platform

Going independent is much easier than you think.  And APA has one of the best Independent RIA platforms available.  For starters, we offer up to a 95% payout, no employee contract and no nickel-dime-ing. Besides the obvious (planning, research, and re-balancing tools), APA offers single sign-on technology for all your daily responsibilities.  Our customized back office platform – SaaS – eliminates the need for layers of support; you are streamlined the minute you sign on.

You can work from any location on our ‘cloud-based’ technology. Perhaps, now is the right time to open your home office?  You will also be in control of branding your company in your name.  Your clients won’t see us…they only see your brand.  All the while, you will be saving them thousands of dollars in hidden fees and giving them more choices of quality investments.  Like we say, ‘make the street compete’ for your business.

We have long-term relationships with the major custodians and you will be associated with the best in the business, including Fidelity, TDA, Pershing, Scottrade, Schwab and others. These relationships also benefit you in economies of scale.

Our innovative cloud technology was designed by financial advisors who know what it takes to run a seamless business platform. This is the first integrated back office system that makes sense. APA’s Advisor Xi provides portfolio re-balancing (to multiple custodians), CRM with document management, performance reporting, account aggregation, trade processing, and automated fee billing with one click of the mouse. No more multiple log-ins or piecing together odd software to achieve your goal.

As a true fiduciary to your clients your planning and research is provided without conflict of interest, thereby allowing for a transparent, agenda-free environment. APA does not sell products and is not compensated in any way by a third party.

If you’ve ever given thought to becoming your own boss, we are here to help you master the transition. Toss out your W-2 (and AMT taxes) and become a business owner!

Oh, and did we mention, APAs advisor platform also includes these services at no additional charge: on-staff Chief Compliance Officer, (ADV, E&O, Filings, etc.) Transition Assistance, Relocation Services, Initial Admin Support, Custodian Support, Advisor Xi Technology, Profit Sharing, Business Building and up to 95% payout. You owe it to yourself to check us out. Call 858-436-3860 or email:

This website is for professionals only and is not intended for private investors. Any investor interested in investment services should contact their financial advisor professional.

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