amberlyfrec

Circling back - Apex confirmed fractional shares will transfer over, not be sold off.

Absolutely - what details are you curious about? I am on the Frec team and happy to provide a demo.

Frec team here. We're in a very different position and confident we're here for the long haul. We manage over $300 million in assets, have grown 5x year-over-year, and are on a clear path to profitability without needing additional capital. The business is built on sustainable AUM-based fees with strong unit economics.

We are running a test to know for sure but don't think it will be an issue since we both use Apex. I will circle back here upon confirmation.

Absolutely.

1. We also custody with Apex so you'll be able to transfer easily between Frec <> Double and continue to see your assets held independently.

2. We can definitely setup a call to review the individual positions and the evaluate risk of positions being sold to rebalance.

You can book a demo here: https://calendly.com/frecdemo/frec-demo or feel free to email me amberly@frec.com

Frec is here to help! And going to offer a $250 bonus to clients moving over. Double will be sharing the link soon.

Frec is an option for customers looking for a new low cost direct indexing provider! All assets remain securely held with Apex + Frec has grown to over $300m in assets with continued rapid growth.