Professional-Grade Investing for Treasury Management

Access a wide range of fixed income, mutual funds, and sweeps programs to enable treasury investing for your business or on behalf of your clients.

Use cloud-native, out-of-the-box Ascend Investor technology and our other treasury management services:

• Pre-built, white-label investment management UIs for web and mobile applications
• Count on our experienced operations team to help handle back-office administration and operational tasks
• Save time and money with the Apex Brokerage-as-a-Service solution that allows you to leverage Apex Direct’s FINRA broker-dealer registration and access U.S. investment-grade fixed income securities