Take your financial practice to new heights
ABEX Private Wealth Management (APWM) is the first ever platform of its kind to be created specifically for the Independent Financial Advisor. At APWM we believe that these tools, expertise and product suites will create new opportunities for Advisors who want to integrate Wealth Management and take their practice to new heights.
A powerful client relationship management platform that provides Financial Advisors with an easily customizable, scalable, and centralized database for their clients
A team of professional and product specialists dedicated to helping your business clients and entrepreneurs plan effectively for their retirement
Generate more time to focus on clients and access resources normally afforded to larger institutions through outsourcing administrative tasks and investment management