You have a clear vision for your investing platform. You’ve mapped the user experience and know the features that will set you apart. Now comes the decision that matters most: choosing the right infrastructure.
It can be tempting to choose the first brokerage API suite that allows you to execute a trade, as it may feel like you’re making progress. But if these APIs connect to a legacy system that relies on overnight batch processing and force you to reconcile with a shadow ledger, your platform may never achieve true real-time capabilities — and you’ll know when you get access to the platform’s developer portal (assuming there is one).
Tools Made by Developers for Developers
The Apex Developer Portal includes powerful tools built by engineers to help you understand how our technology is built and streamline your integration to Apex AscendOS™ our clearing, custody, and trading infrastructure. That’s why it’s easier than ever to onboard to Apex technology. But buyer beware — not every wealth management platform has so many robust, pre-built tools to help you get your job done more efficiently and effectively, or the breadth of products to power your investor experience.
As you look for the right set of technology and developer portal tools to build your differentiated investing experience, here are four features that can contribute to your team’s successful build.
- Play in a Sandbox and Don’t Lose Your Work
The pre-sales proof-of-concept work you do in a sandbox shouldn’t be lost when you’ve selected your tech provider. Instead, you should be able to migrate your projects to a UAT environment, which helps reduce the need to build and then build again. - Accelerate Your Build With Modular SDKs and Recipes
Look for a suite of modular SDKs with pre-written code in languages you use to help significantly reduce the amount of code you need to write. - Leverage GenAI or Agentic AI Assistants
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. Either way, we support your work with:
Ask Ascend
Our GenAI assistant provides detailed answers about AscendOS, its capabilities, and its code whenever you’re working (even if we aren’t) to:
- Find API documentation and references and more to answer technical questions
- Explore functionality with natural language queries (especially by non-technical team members), enabling more efficient validation that the platform meets business requirements
- Get fast technical answers instead of searching through documentation
Agentic Development Kit (ADK)
Use a third-party agentic AI assistant and our ADK in your Integrated Development Environment (IDE) to move from traditional coding to natural language prompt execution, saving you time as you streamline development pipelines with:- Proprietary API Schemas and Data Models
- SDK Frameworks and Best Practices
- Workflow Blueprints
- Spec-Driven Development Foundation
- Build for Your Future, Not Just for Today
It’s important to select a forward-looking technology foundation, preferably a cloud-native one, that can evolve with your business and the financial industry’s evolution — especially with the rise of AI tools, an area of focus at Apex. As you evaluate your options, consider how your choice will handle future opportunities:
- How do you add different advising experiences and business lines — think robo, self-directed, hybrid robo, or advisor-led — as your firm evolves?
- How will you integrate emerging AI tools to enhance your developer and client experiences?
- Will your infrastructure handle a surge in volume, whether it’s another meme stock experience or a big policy move?
The Apex Advantage for Developers
In case you haven’t noticed, we’re huge advocates of a modern developer experience. That’s why we’ve focused so many hours on building the Apex Developer Portal, Ask Ascend, and our Agentic Development Kit to help empower your engineers to integrate with Apex AscendOS™. Here are just a few of the benefits of building with Apex.
- Our Developer Portal is chock full of tools, including RESTful APIs, API documentation and quick-start guides, SDKs (in (Java, Python, Go, and TypeScript), recipes, sample code, white-label UIs, a dashboard, and a sandbox
- The sandbox work you do during the proof-of-concept phase is designed to accelerate your implementation, giving you a head start as you move into the UAT environment
- Our own suite of essential trading tools available via APIs include our own real-time ledger, rebalancer, Order Management System (OMS), Execution Management System (EMS), and more
- Add additional functionality now or later, such as direct indexing, Apex Alts and the Alts Marketplace, and other modular services available vis API
- Use GenAI or agentic AI to streamline your build by querying Ask Ascend, our technical assistant, or downloading our Agentic Development Kit (ADK) for use with a third-party agentic AI assistant — both are available in our Developer Portal
- With infrastructure built on the Google Cloud Platform (GCP), the Apex developer experience uses modern frameworks and protocols that are designed to support your business for years to come
- Build for day one and day one million with greater confidence because our infrastructure is proven reliable at scale, supporting over 22 million brokerage accounts. Apex can deftly handle surges in volume, account openings, and more — on a regulatorily compliant foundation
Count on Apex to provide the enterprise development tools and products that can level the developer playing field so your company, no matter the size, can create a modern, elegant end-investor experience that rivals the solutions offered by industry titans.
Ready to Check Out the Apex Developer Portal?
We invite you to request access so you can dig into all the tools and benefits on your own.
*Available in North America, South America, Africa, Asia, and Oceania (Australia and surrounding countries).