Unified Alternative Investments Platform for Advisors and Investors
Alternative investments are now as seamless to purchase and manage as traditional asset classes with one platform, one user interface (UI), one brokerage account, and one custodian, Apex Clearing, to provide clearing and custody.
Offer alternative and traditional assets side-by-side
Investors, advisors, and broker-dealers can enjoy a unified experience that brings alts into the same brokerage accounts and workflows as other assets classes.
Use one platform for the full subscription lifecycle
Streamline account opening, funding, pre- and post-subscription processes (account registration, security profile, trading, settlement, distribution, activity, transfers, and position reconciliation), reporting, valuation, investor communications, and more. Operate more efficiently with digital document delivery, signature processing, and validation. Plus, built-in integration to DTCC AIP can help standardize alts processes to run your experience more smoothly. Read the Apex Alts and Alts Marketplace Fact Sheet for more details.
Easier implementation with cloud-native infrastructure
Apex Alts is built on our cloud-native Apex AscendOS™ clearing, custody, and trading platform.
- Connect with a modern developer experience that includes a sandbox environment, APIs, SDKs, user interfaces (UIs), and more
- Plug into off-the-shelf accreditation modules and the Ascend Workstation, a unified advisor and enterprise view
- Leverage Apex Alts (and the Alts Marketplace) as a SaaS solution, even if you don’t clear and custody with Apex
Access thousands of alternative investment options
Apex Alts is not limited to one third-party marketplace. Instead, the Apex Alts Marketplace aggregates thousands of funds through integration with major alternatives platforms.
- Pre-IPO SPVs*
- Hedge funds
- Funds of funds
- Private equity
- Non-traded REITs
- Private company shares
- Private credit
- Limited partnership interests,
- Business development companies (BDCs)
Or even bring your own alternative fund
Fund issuers, transfer agents, asset managers, and the DTCC AIP participants, you can expand your fund’s reach by adding it to the Apex Alts Marketplace where it may be exposed to our 20M+* institutional, accredited retail, and non-accredited retail participants.**
Streamline regulatory and operational processes
Apex Alts document and statement management nearly eliminates copious amounts of manual, back-office work and paperwork
Built on the AscendOS real-time ledger, Apex Alts provides real-time data to help keep your books and records up to date
Centralize documentation, account and tax statements, signatures, and reporting to help reduce errors and operational headaches
16 RFP Questions About Apex Alts — Answered
If you’re considering offering alternative investments, you need sharp questions to ask prospective providers because, under the hood, not all alts solutions provide the same frictionless subscription experience that Apex Alts do. Check out these 16 common RFP questions — and their answers, of course — to help you find the best alts solution for your needs.
Are you ready to offer an integrated, seamless alts experience?
A Few Apex Alts FAQs
When you’re evaluating new opportunities, it’s helpful to get direct answers to your specific questions. That’s why we’ve included a handful of the most common queries we get here — you’ll find more FAQs about alternative investments here.
The Apex Alts Marketplace aggregates thousands of funds through integrations with major alternatives platforms, with additional issuers and funds coming in 2026.
- Pre-IPO Special Purpose Vehicles (SPVs)*
- Hedge Funds
- Funds of Funds
- Private Equity
- Non-Traded REITs
- Private Company Shares
- Private Credit
- Limited Partnership Interests
- Business Development Companies (BDCs)
* For mid- to late-stage private companies
Apex Alts is a custodian-built digital solution reimagined from the ground up to handle the entire subscription lifecycle in one place — from fund discovery and client accreditation to settlement, custody, and post-trade communications — to make it easier for advisors to manage alternatives. Unlike other alternative investment platforms that require multiple logins and fragmented workflows, Apex Alts is integrated directly into our core, cloud-native infrastructure.
Using this solution, firms and companies that want to offer alts can leverage digital workflows, automations, and pre-built modules to reduce the manual workload associated with client accreditation, subscription documents, and reporting. The result is a streamlined process that feels more like managing an ETF than dealing with the complexities of traditional alternatives.
By building dedicated alternative investment platforms, custodians bridge the gap between highly manual, opaque private markets and the standardized world of public securities. So, “custodian built” means alternative investments are part of your core custodial platform, not a loosely connected add-on. A platform built by a qualified custodian is important because it:
- Enhanced Security and Risk Mitigation: A primary duty of a third-party custodian is safeguarding assets by sitting between the investment manager and the assets, protecting investors and mitigating conflicts of interest
- Streamlined Operational Efficiency: Custodian-built alts platforms can integrate the entire subscription lifecycle, reducing the operational burden on investors and advisors
- Enhanced Regulatory Compliance: Custodians are built to operate within strict national regulatory frameworks, which provides legal clarity and protection, a crucial element for complex alternative investments, which are generally less regulated than traditional securities
In summary, your clients can have a single, unified brokerage account where their alts and traditional assets live side-by-side. For your team, there aren’t multiple logins or separate reports, making the whole process feel more like managing an ETF.