Build Nimble, Run Vast
Apex Ascend™
Launch the future of investor experiences and operate them at scale with real-time, cloud-native, B2B investment infrastructure powered by Apex Fintech Solutions.
Create with Cloud Flexibility, Operate with Enterprise Efficiency
Have it both ways. Get the tools, flexibility, and real-time data you need to help you more quickly launch next-level brokerage and wealth management solutions.
And get the peace of mind, reliability, and efficiency of a custodian proven at retail scale.
Meet Infrastructure, Unencumbered
Unencumbered by legacy constraints, Ascend’s cloud-based infrastructure gives you the built-in tools and data to more easily build, integrate, and scale — and operate globally.
Real-Time Ledger
Get a single source of truth for up-to-date account activity, balances, and buying power via 24/7 API delivery.
Cloud Data and Business Intelligence Platform
Integrate data and insights into your business with custom dashboards, visualizations, reporting and more.
Modern Developer Experience
Evaluate, develop, and customize using our developer portal featuring API sandbox, SDKs, quick-start guides, and documentation.
Key Benefits
Create and customize with modern tools and cloud-scale infrastructure. Ramp wide with a platform built for global scale.
Ascend’s flexible infrastructure enables digital-first retail investment and trading across a range of asset classes, account types, investment solutions, and delivery models. And our developer portal is built to help enable you to build what you need when you need it. Develop, test, and deploy your solution with our documentation, SDKs, UIs, sandbox capabilities, and an API Gateway that streamlines access to a unified platform.
Adapt with real-time data and a platform built for the future in mind. We’re even thinking about T+0 settlement.
Ascend’s flexible infrastructure is designed to help you evolve over time by making it simpler to create differentiating features, implement new capabilities, and integrate new products to address changing demands.
Get real-time delivery of updated account data, positions, buying power, and more, enabling you to conduct everyday business more seamlessly- with fewer errors, less waiting time, and a more modern service experience.
All delivered by a custodian with a proven track record. Apex has helped incubate the growth of digital investing, supporting a generation of retail investing companies.
Ascend enables you to address risk decisions in real-time with up-to-date account and activity data. It features built-in personal identifying information (PII) management. And it’s backed by a proven custodian with robust security measures and battle-tested infrastructure.
Depend on support from veteran teams of operations, client services, and financial crimes compliance professionals.
Explore the Ascend
Developer Portal
An Integrated Suite of Service Products
Account Setup and Maintenance
- Account Onboarding
- Funding and Cash Movement
- Account Transfers
Trading Capabilities
- Smart Routing, Execution, and Order Management
- Fractional Trading
- Automated Rebalancing
Asset Custody
- Real-Time Corporate Actions Data
- Investor Documentation and Communications
See Ascend for Yourself
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