Apex Alts: Alternative
investments built in,
not bolted on

Alternative investments are now as seamless
to purchase and manage as traditional asset
classes with one platform, one user interface (UI),
one account, and one custodian.

Download Fact Sheet

Offer alternative and traditional assets side-by-side

Investors, advisors, and broker-dealers can enjoy a unified experience that brings alts into the same brokerage accounts and workflows as other assets classes.

A semicircular chart labeled "Asset Classes" at the center, with colored segments for ADRs, Fixed Income, Equities, Alternatives, Mutual Funds, ETFs, and Futures on a blue gradient background.

Use one platform for the full subscription lifecycle

Streamline account opening, funding, pre- and post-subscription processes (account registration, security profile, trading, settlement, distribution, activity, transfers, and position reconciliation), reporting, valuation, investor communications, and more. Operate more efficiently with digital document delivery, signature processing, and validation. Plus, built-in integration to DTCC AIP can help standardize alts processes to run your experience more smoothly. Read the Apex Alts and Alts Marketplace Fact Sheet for more details.

A graphic shows two paper airplanes: a pink one labeled "APEX Alts," taking a straight path, and a gray one labeled "Traditional Path," taking a tangled route marked "High Barrier to Entry" and "High Complexity.

Easier implementation with cloud-native infrastructure

Apex Alts is built on our cloud-native Apex AscendOS™ clearing, custody, and trading platform.

Connect with a modern developer experience that includes a sandbox environment, APIs, SDKs, user interfaces (UIs), and more
Plug into off-the-shelf accreditation modules and the Ascend Workstation, a unified advisor and enterprise view
Leverage Apex Alts (and the Alts Marketplace) as a SaaS solution, even if you don’t clear and custody with Apex

Access thousands of alternative investment options

Apex Alts is not limited to one third-party marketplace. Instead, the Apex Alts Marketplace aggregates thousands of funds through integration with major alternatives platforms.

Hedge funds
Funds of funds
Private equity
Non-traded REITs
Private company shares
Private credit
Limited partnership interests,
Business development companies (BDCs)

Or even bring your own alternative fund

Fund issuers, transfer agents, asset managers, and the DTCC AIP participants, you can expand your fund’s reach by adding it to the Apex Alts Marketplace where it may be exposed to our 20M+* institutional, accredited retail, and non-accredited retail participants.**

* Apex proprietary data as of 3/31/2025. ** Accredited/eligible participants are defined as having a net worth over $1 million, excluding primary residence (individually or with spouse or partner), income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.

Streamline regulatory and operational processes

Apex Alts document and statement management nearly eliminates copious amounts of manual, back-office work and paperwork

Built on the AscendOS real-time ledger, Apex Alts provides real-time data to help keep your books and records up to date

Centralize documentation, account and tax statements, signatures, and reporting to help reduce errors and operational headaches

Apex Alts: Alternative investments built in, not bolted on