May 9, 2025 - Last Updated: May 9, 2025
You’ve been there. Waiting on yesterday’s data to catch up. Sifting through spreadsheets for answers. Fixing the same errors — again and again.
It doesn’t have to be this way. Access to your own real-time data can change the game. The difference? Imagine swapping a bicycle for a sports car. Where batch data slows you down, real-time investment management can let you zip past the bottlenecks.
Here are five big ways having 24/7 access to your real-time data through Apex AscendOS™ can transform how your business handles investment management.
1. Stop building workarounds
Instead of piecing together layers of outdated systems to simulate real-time updates or building custom ledgers or using spreadsheets to fill gaps, take a quantum leap into the twenty-first century with the Apex Ledger. With this pre-built ledger, you can have 24/7 access to current data — balances, buying power, positions, and more.
As described in the whitepaper The Power of Real-Time Data Access, handling disconnected data is a major headache. With Ascend, you can ditch the clutter and let the platform do the heavy lifting.
2. Make faster, smarter decisions
Ever feel like you’re guessing more than strategizing when you’re working with a mix of stale and fresh data? When you don’t know which is which, decisions can feel like rolling the dice.
Real-time data can change that. It delivers a single source of truth at any moment. Need to know which clients can act on an opportunity today? Want accurate financial snapshots without waiting for yesterday’s batch updates? You can have it with Ascend. And with real-time dashboards and automated alerts, you can also streamline your decision-making and focus on client outcomes.
3. Cut down client onboarding time
For advisors, time is everything. If onboarding a client takes days, that’s time clients aren’t investing. With Ascend, onboarding becomes real-time. The platform supports straight-through processing for account creation and funding in minutes — sometimes even seconds. It integrates digital tools that help you spot errors faster. And it means you can deliver a modern digital experience to next-gen investors.
And remember that the time saved can be repurposed into building relationships, planning strategies, and providing client value when it matters.
4. Help prevent small errors from becoming big problems
Fraud risks. Credit risks. Operational risks. One small error can ripple through your operations like a stone dropped into a pond. With Apex Ascend’s real-time processing and automation features, data issues are flagged the moment they arise.
For example, if a corporate action occurs — say a stock split happens — Ascend automatically adjusts positions across your whole book of business in real time. If there’s a problem with one portfolio, it doesn’t break the whole batch; instead, you receive a notification, and the rest of the updates are made.
5. Rediscover efficiency by reducing redundancy
Legacy systems often require referencing and manually updating several disconnected tools. Ascend, on the other hand, centralizes it all. It starts with your own (not your custodian’s) embedded data warehouse. Update it once, and all of your systems can rely on this single source of truth.
Then, with Apex’s unified interface, advisors can access everything they typically need — client onboarding, account funding, trading, reporting, and billing — in one seamless platform. As Olivia Eisinger explained in a recent RIA Connect interview, “By consolidating these processes into a single, intuitive interface, we’re giving advisors time back to focus on their clients instead of navigating patchworked systems.”1
Simply put, Ascend can give advisors the power to spend less time managing tools and more time creating value for clients (and your firm).
Could real-time data become the engine that drives your success forward?
Get answers to your questions about Apex Ascend.