Sep 24, 2025 - Last Updated: Sep 24, 2025
You know the feeling: alternative investments are everywhere. Your clients want them — but offering them feels like running a three-legged race through a maze. Meanwhile, you’re watching wallet share move to firms that offer alts, even if they’re hobbling along in the back office.
Here’s the good news: With Apex Alts, you can avoid the hassles with the solution that is built in, not bolted on. It’s finally possible to offer alternatives without the fragmented experience of the past. Apex Alts is so different from other available solutions that we think you might be asking yourself some of these most frequently asked questions — so here are the answers.
1. How is Apex Alts different from other “one-stop” alternative investment platforms?
Apex Alts is a custodian-built solution that’s deeply integrated into core infrastructure. It’s not simply an add-on that requires extra logins, requires cobbled-together workflows, and produces fragmented reporting. Instead, it’s a unified side-by-side alts and traditional assets experience for investors and their advisory teams.
2. Is this just another solution that’s pieced together like so many others?
No. The difference here is that Apex Alts is a comprehensive platform that handles everything from client accreditation and fund discovery to settlement and post-trade investor communications, all in one place.
Apex Alts is designed to solve real-world problems faced by advisors, operations teams, and end investors. It sits on the firm foundation of cloud-native Apex AscendOS, our clearing, custody, and trading infrastructure — meaning it provides a modern, flexible, reliable, and scalable solution that eclipses the capabilities of legacy technology.
3. Do I have to custody with Apex to use Apex Alts?
No. Apex Alts can be offered as a SaaS solution. That means you can use it whether you custody with Apex or not. You can plug into your existing integrations, and Apex Alts acts as a hub to connect your alts experience across your tech stack.
4. How do I offer my own funds or bring my own fund?
Apex Alts’ Bring Your Own Fund (BYOF) feature allows you to list your alternative investment fund directly on the Apex Alts Marketplace. By doing so, you expose your fund to millions of potential buyers, including institutional investors, accredited retail investors, and even non-accredited investors, depending on their eligibility.
Apex Alts also allows you to Build Your Own Fund, if desired, with the help of our affiliates.
5. How diverse is the fund selection on Apex Alts?
Apex Alts is not limited to one third-party marketplace. Instead, the Apex Alts Marketplace aggregates thousands of funds through integrations with major alternatives platforms like DTCC AIP and major fund issuers. You’ll find a wide array of fund types and choices.
When it comes to fund choices, it’s worth noting that Apex does not offer our own alternative investments, so you and your clients will not be pushed into any specific funds.
6. How do I find the right alternatives for my clients?
Apex Alts provides powerful discovery tools, so you can research, filter, and select funds that fit your clients’ needs. You can access fund overviews, risk profiles, performance data, and due diligence materials all within the platform. Fund information is centralized, so you don’t waste time hunting across disconnected systems.
7. How does Apex Alts reduce manual workload for my operations team?
Automation is built in at almost every step — account opening, funding, subscription, post-trade events, transfer agent coordination, clearing, custody, investor documentation, performance and tax reporting, cost basis, corporate actions, and position reconciliation.
Plus, real-time APIs connect everything, so you’re not shuffling paperwork, chasing wet signatures, or reconciling positions by hand. Your back office gets more done in less time, with fewer manual processes and fragmented experiences.
8. What happens to my current reporting and model management tools?
Apex Alts works with leading portfolio management and reporting tools. You can see both traditional and alternative investments in one unified dashboard, so your rebalancer and reporting systems recognize alts as just another holding. No more blind spots or reporting gaps — simply one clear, cohesive view for you and your clients.
9. Can I see real-time data and performance reporting at the account and household level?
Yes. Apex Insights gives you real-time performance, risk management, and position data at the account, sleeve, and household level. You can see all of your clients’ assets in a single login and report on any position or holding — designed so you can easily know where things stand.
10. What about the Total Cost of Ownership (TCO)?
Every new investment in technology shouldn’t mean more work or hidden costs. Apex Alts is designed to be scalable, so the cost of adding alternatives to your offering doesn’t increase as you grow your alts business. You get transparent pricing, fewer layers of fees, and fewer manual processes. That means more time for client conversations and less time wrestling with paperwork or tech support.
The bottom line: Why you should choose Apex Alts
Apex Alts is here to help you solve the fragmented experience that has made alternative investments almost impossible to offer in a cohesive, cost-effective way. It’s custodian-built, API-driven, and designed for the way you work — so you can focus on what matters: your clients, not your custodian — while growing wallet share.
Ready to leap ahead of your competition with Apex Alts?
Apex Alts are built in, not bolted on — making this solution a smart choice for modern-minded wealth management businesses. Request a meeting with an Apex rep to get fast answers to your most pressing questions.