Apex Finance Beta
Finance now has a real Apex beta family, not just a billing SKU.
Finance now has a protected beta shell for client book visibility, review cadence, compliance pressure, and next-step follow-through. It is a real beta environment, not a finished advisor platform.
The rule stays the same: public packaging can widen before full certification, but it has to stay honest about what is beta, what is inventory-only, and what still needs real data proof.
Beta tool pages
5
Publicly packaged wedges inside the finance family.
First workflow
Client intake -> review cadence -> follow-up visibility.
Public story and workspace shell now agree on the first believable wedge.
Commercial truth
Inventory only
0 direct self-serve tools. Everything else stays waitlist-first until the workflow tightens.
Beta
Rebalance Alert
$9/mo current beta SKU
Spot households that need review or rebalance follow-up before the book goes quiet.
Lead-magnet role: Pulls finance operators in through service timing and relationship care before wider advisory workflow expansion.
Certification: Public beta page and protected apex finance beta workspace shell exist. Billing inventory is mapped, but the standalone operational data contract is not yet certified.
Commercial status: Inventory only.
Best way to join Rebalance Alert
Use the page to understand the workflow, then join the waitlist while Apex tightens the standalone flow behind the scenes.
Keeps high-priority households visible
Supports proactive review cadence
Strong wedge into the broader finance workspace
Beta
Tax Harvest
$9/mo current beta SKU
Track tax-harvest opportunities and the follow-up needed before they disappear.
Lead-magnet role: Wins through a concrete client-value motion, then broadens into the full service book.
Certification: Public beta page and protected apex finance beta workspace shell exist. Billing inventory is mapped, but the standalone operational data contract is not yet certified.
Commercial status: Inventory only.
Best way to join Tax Harvest
Use the page to understand the workflow, then join the waitlist while Apex tightens the standalone flow behind the scenes.
Makes time-sensitive client opportunities visible
Pairs strategy with operator follow-through
High-trust wedge that feels premium fast
Beta
Client Report
$9/mo current beta SKU
Keep review prep, deliverables, and client-facing reporting pressure visible in one place.
Lead-magnet role: Starts with a visible service deliverable, then widens naturally into the full client book.
Certification: Public beta page and protected apex finance beta workspace shell exist. Billing inventory is mapped, but the standalone operational data contract is not yet certified.
Commercial status: Inventory only.
Best way to join Client Report
Use the page to understand the workflow, then join the waitlist while Apex tightens the standalone flow behind the scenes.
Cleaner review-prep coordination
Useful operator layer before deep reporting integrations
Builds trust through client-facing readiness
Beta
Fee Analyzer
$9/mo current beta SKU
Make fee pressure, pricing conversations, and retention risk easier to see before they become churn.
Lead-magnet role: Pulls the user in through a concrete money question, then expands into the broader service model.
Certification: Public beta page and protected apex finance beta workspace shell exist. Billing inventory is mapped, but the standalone operational data contract is not yet certified.
Commercial status: Inventory only.
Best way to join Fee Analyzer
Use the page to understand the workflow, then join the waitlist while Apex tightens the standalone flow behind the scenes.
Supports pricing and retention conversations
Sharp value wedge for advisory operators
Natural bridge into compliance and service follow-up
Beta
Compliance Pulse
$9/mo current beta SKU
Surface pending approvals, service risk, and compliance follow-up in one calmer queue.
Lead-magnet role: Introduces a high-trust control layer that makes the finance family feel more serious and more governed.
Certification: Public beta page and protected apex finance beta workspace shell exist. Billing inventory is mapped, but the standalone operational data contract is not yet certified.
Commercial status: Inventory only.
Best way to join Compliance Pulse
Use the page to understand the workflow, then join the waitlist while Apex tightens the standalone flow behind the scenes.
Shows the operational side of compliance pressure
Improves trust without pretending full compliance automation
Raises the seriousness of the finance beta family