Add Third-Party Data Feeds
Access the timely data you need to run your business, such as economic insights and market trends. Remember, you already have 24/7 access to your own real-time client data with AscendOS
Apex Integration Marketplace
A curated set of integrations that offer innovative tools and services to help you build and scale your business, your way.
Flexible Ways to Build Your Tech Stack
Help fast-track your tech stack build with pre-integrated third-party tools — all while gaining the advantages of cloud-native AscendOS™ infrastructure. Use our Integration Marketplace to:
- Reduce your development lift and help accelerate your deployment timeline
- Access a centralized hub for third-party tools, resources, and components
- Expand your options as you build your differentiated wealth experience
Features & Point Solutions
401(k) Rollovers
Anti-Money Laundering (AML)
Trade Surveillance
Investment Products
Cryptocurrency*
Fixed Income
Alternative Investments
Wealth
Portfolio Management
Portfolio Management
Portfolio Management
Data Aggregation
Portfolio Management
Financial Planning
Portfolio Management
Portfolio Management
Portfolio Management
Portfolio Management
CRM
Financial Planning
Portfolio Management
B2B2C
Investor Education
*Crypto services are facilitated through Bakkt which serves as the broker and custodian for Digital Assets Transactions.
Get More Data, More Features, and More Client Tools
Our alliances with leading third-party companies can help you integrate more quickly, access features and services you already use, and add new ones to support your staff and clients. Plus, adapt to your business’s unique needs by selecting from multiple integration levels offered by some providers.
Tap Into Your Team’s Preferred Features
You’ll find nearly all the necessary core wealth tech features built into AscendOS, from account opening to investor documents — but you can choose to use a third-party solution if you prefer
Leverage Client-Facing Tools
Give your clients a modern, interactive experience with flexible APIs let you integrate third-party tools that help educate, engage, and empower investors
Join the Apex Integration Marketplace
We’re actively integrating with more third-party providers and would be delighted to consider your platforms and services.
Don’t See an Integration You Use?
Request a meeting with a sales rep to talk about adding your preferred third-party provider to our integrations.
Want to Integrate With Apex?
Use the form below to submit your technology solution for consideration.
Request a Technical Integration
Got a software tool or service you’d like to integrate with our AscendOS infrastructure? We’d love to consider adding it to our Integration Marketplace, so please complete and submit this form.
The initial integration review may take a couple of days, so please don’t think we’re ignoring you. A member of our integration team will reach out to you soon to discuss the details, explain our integration selection process, and let you know what any next steps are.
A few FAQs about third-party integrations
Yes. You can build your tech stack the way you want using the existing third-party tools you already prefer. Our pre-built integrations are designed to reduce your development lift, but you are welcome to integrate with any other solutions you like.
Yes, these third-party solutions are integrated with our cloud-native AscendOS infrastructure. This allows you to gain the advantages of AscendOS — like real-time data and scalability — while using the third-party tools that you know work for your business.
Yes, you have the flexibility to choose. While AscendOS has most core wealth technology features built-in, from account opening to investor documents, you can opt to use a third-party solution if desired.