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Apex AscendOS™ vs.
Legacy Custodians

Imagine a modern, cloud-native custodian that pairs AI-assisted code generation with a real-time, API-first platform engineered for scale. With Apex AscendOS, the benefits add up fast when real-time processing replaces overnight batch files, leaving legacy custodians behind.

Real-Time Processing Changes How You Work

You’ve spent years building workarounds to offset the limitations of legacy custodial technology. It’s time to stop working around your custodian and start creating with Apex AscendOS™ — purpose-built for builders — with real-time technology, modern APIs, and AI-assisted integration so your teams can fast-track their work, simplify change, and unlock scalable growth without constraints.

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Avoid overnight batch delays

Get straight-through processing instead of waiting on overnight batch files

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Count on the real-time Ascend Ledger

Rely on a single, real-time source of truth instead of building and maintaining a shadow ledger

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Open and fund accounts in real-time

Onboard new clients right away instead of waiting for custodial processing delays

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Run reports whenever you want

Use built-in Apex Insights, our business intelligence and data visualization tool, and your real-time data rather than asking your custodian

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Scale your business seamlessly

Expand in the cloud instead of being limited by physical servers

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Be ready for future innovations

Cloud-native and API-first real-time infrastructure can make it easier to integrate new tech-forward tools

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Integrate your preferred way

Use our Developer Portal tools or our Apex AI Suite to build — skip the software archeology many legacy platforms require

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Stay on the path to self-clearing

Leverage the same AscendOS sub-accounting so your client accounts remain the same

6 Ways Access to Real-Time Data Can Transform Your Business

Read the whitepaper, The Power of Real-Time Data Access, to help you imagine how much better your team’s day-to-day could be with AscendOS.

Get Whitepaper Now

Modern Custodians Build Advanced Tools

AscendOS is the foundation for many other tools designed to streamline how your business handles day-to-day work. With Apex as your custodian, you can also use:

The Ascend Workstation

One unified screen chock full of tools that advisors and other wealth managers can use to reduce tab-hopping and multiple logins

Drag-and-drop views let users configure their views to suit their roles or preferences

Watch Full Video
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The Apex Rebalancer

  • Automatically rebalance an entire book of business down to the fractional share level
  • Help keep portfolios aligned with the selected model portfolio from our Model Marketplace

Read the Apex Rebalancer fact sheet for more details

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Apex Cost Basis and Tax

  • Simplify tax reporting with our unified platform that automates complex calculations
  • Let go of manually finding and fixing breaks associated with batch processing
  • Get accurate, transparent data for even the most complex assets

Discover the advantages of using Apex Cost Basis and Tax
(formerly Apex Silver)

What Could You Build With AscendOS?

In this recorded webinar, we take you under the hood of AscendOS to show you not just what it is, but how you can build the next generation of wealth offerings with it. Here’s a sneak peek.

Watch Full Video

Choose Your Build Lane: Agentic AI or Developer Portal

Empower your engineers with the option to use our Apex AI Suite for accelerated integration or the Developer Portal for code-first development. Either path equips your team with clean APIs, robust SDKs, sample code, and clear documentation to deliver real‑time, modern investor experiences that resonate with next‑gen audiences.

Connect With Agentic AI Tools

NEW
Use our AscendOS AI Solution plus a third-party agentic AI tool to help fast-track your launch

Use AI-Powered Ask Ascend

Count on our AI assistant, Ask Ascend*, to get detailed answers any time you’re working (even if we aren’t)

*Available in North America, South America, Africa, Asia, and Oceania (Australia and surrounding countries).

Apex AI Suite: Agentic AI Tools

Empower your software engineers with leading-edge tools designed to reduce the time required to build your application.

  • The Agentic Development Kit (ADK): This kit contains documentation, SDK references, required workflows, sample code, and more
  • Third-Party Agentic AI: Our ADK is designed to work with an agentic command-line tool that enables developers to delegate complex coding tasks
  • Apex GitHub: Integrate our tools into existing projects and workflows to accelerate setup and start building faster

Using natural language prompts, both technical and non-technical users can use agentic AI and our ADK to:

  • Explore AscendOS capabilities to determine if this flexible platform can meet your needs
  • Build proofs-of-concept and test various features and workflows
  • Make more confident buying decisions before signing a contract

 

Be Ready for More Asset Classes

Count on Apex to provide automations and streamlined workflows that enable you to offer a wider array of asset types without heavy development or operational lifts — and designed to help you attract and retain investors seeking portfolio diversification.

Prediction Markets

COMING SOON
Offer Commodity Futures Trading Commission (CFTC) regulated event contracts through Apex.

Tokenized Securities

COMING SOON
Be prepared for the convergence of TradFi and DeFi by choosing Apex as your custodian.

Offshore Securities

Unlock access to a vast universe of offshore mutual funds, ETFs, and alternative investments.