We’re proud to announce that we have established a referral partnership with APEX Clearing, a leader in digital wealth management, to offer a new paradigm for fundamental data and investment research. See the announcement from APEX here.
We believe scalable, superior data for driving investment decisions will continue to become increasingly important as the world of investing changes. There is no more important time than the present to provide more self-directed investors with reliable fundamental research.
Our Robo-Analyst technology levels the playing field for self-directed investors, advisors and RIAs by providing fundamental insights previously available only to Wall Street insiders. No other firm can provide such fundamental insights, proven superior by The Journal of Financial Economics, as we do at scale. By leveraging this technology, self-directed investors no longer have to settle for the often incomplete and conflicted research from traditional research providers.
We are proud to add APEX Clearing to our growing list of partners. We believe that every investor deserves access to comprehensive fundamental research like ours.
This article originally published on March 9, 2021.
Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, style, or theme.