Whether you’re a digital brokerage scaling rapidly or an established wealth manager expanding your product suite, Apex Cost Basis and Tax provides the automation and transparency to handle reporting obligations efficiently — without the breaks, delays, and manual workarounds of legacy solutions.
Choose Apex’s unified Cost Basis and Tax platform to process both calculations in real-time using the same cloud-based data engine or opt to add just the cost basis or tax module.
Either way, help your team avoid the seasonal scramble.
Real-Time Processing That Can Eliminate
Year-End Surprises
- Intraday cost basis and tax calculations available on-demand, year-round — no waiting for overnight batch processing
- Automatic reprocessing when input data changes
- Draft tax statements accessible whenever you need them, not just during tax season
Enterprise-Grade Infrastructure Built for Modern Fintechs
- Supporting over 114 million brokerage accounts with peak processing of 25,000 trades per minute
- Comprehensive support for most asset classes including crypto, fractional shares, and fixed income
- Modern, intuitive UI with operator tools like “life of a lot” visualizations
- 24/7 technology operations support plus access to industry veterans
