List of Apex Tocan Customers
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Since 2010, our global team of researchers has been studying Apex Tocan customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Apex Tocan for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Apex Tocan for Investor Onboarding include: Wealthbrix Capital Partners United Arab Emirates, a United Arab Emirates based Banking and Financial Services organisation with 30 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using Apex Tocan, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Apex Tocan customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Wealthbrix Capital Partners United Arab Emirates | Banking and Financial Services | 30 | $8M | United Arab Emirates | Apex Group | Apex Tocan | Investor Onboarding | 2025 | n/a | In 2025, Wealthbrix Capital Partners in the United Arab Emirates provisioned Apex Tocan as part of a finance (fund administration/transfer agency) implementation delivered by Apex Group. The engagement centers on supporting a DIFC domiciled fund and explicitly uses Apex Tocan to operationalize transfer agency duties while leveraging Paxus and Apex Connect for complementary fund administration and connectivity. The implementation configures Apex Tocan for investor onboarding workflows and transfer agent functions, with Paxus providing back office fund administration capabilities. Configuration focused on onboarding automation, KYC orchestration, investor recordkeeping, and the operational workflows required to support fund launches in the UAE, consistent with finance (fund administration/transfer agency) functional expectations. Integration topology links Apex Tocan with Paxus and Apex Connect to create a unified operational stack for investor onboarding, data exchange, and investor servicing. Operational scope is centered on the DIFC domiciled fund, and the deployment impacts fund operations, compliance, and investor relations teams, enabling coordinated investor lifecycle management across those functions. Governance is structured around Apex Group as the appointed asset service provider responsible for administration and transfer agent delivery, with process changes targeting streamlined KYC and faster investor acceptance. The stated outcomes include speeding investor onboarding, streamlining KYC, and reducing time to raise, with Apex Tocan serving as the transfer agency component within the finance (fund administration/transfer agency) implementation. |
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