Apex AI Suite:
For Technical and Non-Technical Users
Explore. Prototype. Build.
Whether you’re validating platform features or writing code, the Apex AI Suite helps you explore AscendOS™ capabilities, build prototypes, and accelerate your launch using natural language AI prompts — all before signing a contract.
What’s in the suite? GenAI Ask Ascend, the AscendOS Agentic Development Kit (ADK), and an AI financial planning tool, powered by Wavvest.
Explore the Apex AI Suite for Wealth Management
Explore AscendOS
GenAI Assistant for Decision-Makers
See if AscendOS fits your needs and build functional prototypes before making a commitment. Ask Ascend empowers decision-makers to explore AscendOS capabilities through natural language — no technical background required.
Non-technical leaders and product managers can ask questions like “How do I enable fractional shares?” or “What’s required for instant ACH funding?” and receive clear explanations along with working code examples. This hands-on access allows teams to build functional prototypes, validate the platform, and make confident decisions in days instead of weeks — all before asking developers to get involved.
Reduce Platform Evaluation Time
Empower non-technical team members to validate AscendOS capabilities.
Build Proofs-of-Concept
See investing workflows come to life and validate real-time processing before you commit using natural-language prompts.
Decrease Purchase Risk
“Try before you buy” platform exploration can help you feel more confident that AscendOS meets your needs.
Stirlingshire
“I’m just blown away with what we built with the Apex Agentic Development Kit. We’re just scratching the surface.” What blew Steve away? A one-month time-to-production that saved him approximately $10 million in potential front-end and back-end outsourced development costs.
Steven Woods
Stirlingshire CEO
ília Digital
“The SDK drastically reduced our integration time. We estimate that it saved us about 40% of development time.”
Senior Engineer at ília Digital
The comments expressed here may not represent all client experiences. These statements are not meant to indicate any guarantee of future performance or success.
Accelerate With ADK
Build Your Way: Developer Portal or
Agentic AI
Use GenAI, Agentic AI, or Both
We’ve designed our developer experience to meet you where you are, whether that means a traditional code-first approach or leveraging the latest in AI-assisted development — or both. Either way, you can use our AI tools to help fast-track your prototyping and deployment.
Today, there are four complementary paths to integration with AscendOS, and the choice is yours. For additional details, read the article How to Use Agentic AI in Wealthtech, which expands on this snapshot:
- Use the Developer Portal. A central hub of governance, monitoring, and self-service resources with everything your engineers need to build, test, and launch
- Get Answers With Ask Ascend. This GenAI assistant lives in the Developer Portal and helps bridge documentation and development. Ask natural language questions, generate and debug code, and help accelerate your path from sandbox exploration to production-ready integration
- Leverage Agentic AI With Our ADK. A newer approach that uses a third-party agentic AI agent to assist with code generation and workflow execution — all in your own Integrated Development Environment (IDE)
- Use Both GenAI and Agentic AI. Leverage these tools together as part of a single, modern developer experience that is designed to flatten your learning curve, replace repetitive boilerplate coding, and decrease documentation search time.
How to Choose Your Agentic AI Assistant
The AscendOS ADK is designed to work with leading agentic AI tools, so you’re not locked into just one. Do note that not all agentic AI tools are designed to handle the complexity and stringent requirements of wealth tech platforms.
Look for an agent designed to overcome the common challenge of integrating disparate legacy systems for the financial sector and provide a robust framework for autonomous agents to operate within a regulated environment.
Ask Ascend
Use Our GenAI Assistant
Ask Ascend, our proprietary GenAI assistant, can provide detailed technical answers about AscendOS. Designed to give engineers quick answers 24/7* so they don’t spend hours searching through documentation. It’s one of the AI-powered tools in our developer ecosystem that’s trained with:
- API documentation and references
- Developer guides
- Internal knowledge base articles
- And more
* Available in North America, South America, Africa, Asia, and Oceania (Australia and surrounding countries).
Wavvest AI Planning Tool
AI Portfolio Management and Planning
The Apex AI Suite also includes an AI financial advisor assistant powered by Wavvest that can provide financial plans, transition proposals, tax planning, estate planning, and more. Integrated directly into Apex’s custodial data infrastructure, it helps advisors generate personalized financial advice faster, without re-keying client information into a separate planning tool.
In this demo, Wavvest CEO, Brendan King, uses his own family’s goals to show how AI-assisted financial planning can accommodate multiple goals with various timelines, generating detailed proposals supported with investor-ready charts.
Sophisticated AI Planning Capabilities
Beyond generating financial plans, templates, and tax outputs, the AI-driven financial planning assistant can support a wide array of complex scenarios, including:
- Equity Compensation Planning: Specialized planning for clients with restricted stock units (RSUs), incentive stock options (ISOs), and other equity compensation
- Direct Indexing Benefits Modeling: Template for quantifying the tax alpha benefits of direct indexing strategies vs. ETFs, using Apex’s low-minimum direct indexing capabilities
- Insurance and IUL Policy Analysis: The tool can parse and analyze insurance policies, including indexed universal life (IUL) and other complex products
- Business Owner and Niche Client Planning: Flexible planning capabilities for business owners and niche client segments (e.g., dentists, medical practices) to help handle edge cases that traditional planning tools cannot accommodate.
AI Use Cases
Get Started With AI for Investment Platforms
Whether you’re launching your first product or modernizing an existing platform, these GenAI and agentic AI use cases can help you start exploring and building with cloud-native, real-time AscendOS. Here are a few examples of the types of prompts you can use, depending upon what you aim to achieve.
Established Businesses Upgrading From Legacy Platforms
Validate feature parity and plan your migration with Ask Ascend.
- “I have 50,000 existing customers on another platform. What does the account migration process look like?”
- “Walk me through what happens when a customer places a trade at 2 p.m. ET — do positions update instantly or overnight?”
- “How can I add my team’s custom model portfolios and enable automatic rebalancing?”
RIAs and Wealth Firms Going Digital
Evaluate and try new capabilities and sophisticated strategies.
- “Can customers set up recurring deposits? If so, what’s the minimum amount and how do I configure it?”
- “How do we implement a goal-based investing feature that uses Risk Tolerance Questionnaires and model portfolios?
- “Show me how I can create an ACAT request in AscendOS and walk me through the workflow.”
- “Outline the process for a 401(k) rollover into an IRA on AscendOS and provide me sample code”
Startups Building Their First Investing Platform
Move faster with limited engineering resources and get working examples.
- “Show me how to open and fund a new account from start to finish. How fast can a customer go from signup to first trade?”
- “I have 2 engineers and 6 months to launch. Show me the minimum viable integration to offer automated model portfolio investing with rebalancing.”
- “Can you show me how the automated corporate action updates work?”
Fintechs and Others Adding Investing
Integrate securities trading into your neobank, payments app, or crypto platform with greater ease.
- “Show me how to open and fund a new brokerage account in real time within my app.”
- “What’s required to add traditional securities alongside crypto? Walk me through the account structure.”
- “How would I build a sweep feature that automatically invests idle cash into a money market fund when balances exceed $1,000?”
- What order types does AscendOS support, and can I customize which one I use for certain transactions?”
FAQs
A Few Apex AI Suite FAQs
Ask Ascend is a generative AI assistant in the Developer Portal that helps you get quick answers to technical questions, generate and debug code, and explore documentation 24/7.
The ADK takes a more autonomous approach, using third-party agentic AI agents within your IDE to assist with code generation and workflow execution. You can use Ask Ascend alone, the ADK alone, or leverage both together as part of a modern developer experience designed to reduce repetitive coding and decrease documentation search time.
The AscendOS Agentic Development Kit (ADK) is built to work with multiple leading agentic AI platforms, giving you flexibility to choose the tool that best fits your team’s workflow — the decision is yours based on your development environment and preferences.
However, it’s important to note that not all agentic AI tools are created equal when it comes to financial services. We suggest you select an agent specifically designed to handle complex platforms that operate within highly regulated environments. Look for tools built to integrate disparate systems and navigate the stringent compliance requirements unique to financial services. The right agent should help you work faster without compromising on the regulatory rigor that wealthtech demands.
The AI financial planning assistant, powered by Wavvest, is directly integrated into AscendOS, making it a part of the platform rather than a standalone tool. Therefore, it is complemented by the many automated workflows built into our cloud-native, real-time infrastructure, such as trade execution, portfolio rebalancing, money movement, and more.
Early reports are impressive:
- Stirlingshire, a startup wealth management firm, achieved a one-month time-to-production using the AscendOS Agentic Development Kit (ADK), saving approximately $10 million in potential front-end and back-end outsourced development costs.
- ília Digital, a digital product acceleration company, estimated that using our developer portal tools reduced their integration time by about 40%.
Your results may vary based on your specific use case, team experience, and implementation approach. These outcomes represent individual client experiences and are not guaranteed.
Get AI Access
Ready to Explore AscendOS With the Apex AI Suite?
Unlock Ask Ascend and the AscendOS ADK by requesting access to our Developer Portal using the button below.
Apex Library
