Ascend Workstation
A unified interface with clear, intuitive navigation, designed to reduce tab and app hopping
Augmented Advice™
Human Advice.
Tech-Amplified Scale.
Your firm didn’t ask for digital disruption. Thrive anyway. Give your advisors the tools to automate workflows so they can focus on clients, not tasks — and deliver the experience next-gen investors expect.
Your Firm’s Onramp to Hybrid Digital Advice
You built your business on individual attention and expert human advice. Now, add the digital tools you need to serve the clients shaping the future of wealth — without losing your firm’s DNA in the process.
Streamline workflows
Tasks that once took hours or days now take minutes.
Go digital faster
Launch the experiences clients want more quickly.
Unlock organic growth
Reach next-gen investors earlier in their journey.
Built-in Efficiency for Wealth Firms
Automating repetitive activities can help you scale your business without pulling back on quality, human advice. Integrate wealth management software that empowers your advisors to focus on clients, not tasks.
Portfolio Personalization
Build portfolios with configurable questionnaires, algorithmic mapping, our Model Marketplace, and Direct Indexing technology
Apex Rebalancer
Rebalance thousands of accounts in seconds, with a clear audit trail for all proposed trades
Client Segmentation
Group clients with shared goals to help multiply your efforts while providing a tailored experience
Apex Insights
Get built-in business intelligence tools that display actionable, real-time data as portfolios change over time
Human Impact Where It Counts
Segmenting clients in the Ascend Workstation can help target recommendations and multiply actions (such as rebalancing) across many portfolios at once. Group clients based on shared goals, age, portfolio size, or any other criteria. Then, give them the right level of human advice to complement:
An automated robo-advisor experience
A primarily self-directed account
A high-touch, advisor-led approach
Real-Time Custody and Clearing
What if going digital could bring you closer to your clients? Imagine onboarding a client and executing trades live, without breaking up the natural flow of conversation during a call. It’s possible when cloud-native features replace batch-file frustrations on your customizable digital wealth management platform.
- Real-time account opening in seconds*
- Real-time funding and cash management
- Real-time trading, rebalancing, and best execution
- Real-time reporting and business intelligence data
- Access to a wide range of asset classes, including alternatives
* Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.
A Personalized Experience for Every Client
Today’s clients don’t have to be ultra-rich to get personalized advice. Using Augmented Advice tools, advisors can implement sophisticated strategies across an entire book of business with just a few clicks.
Configurable RTQs
Build a risk tolerance questionnaire based on your business principles that helps segment clients for an efficient, tailored approach
Model Marketplace
RTQs guide algorithmic mapping to a vast library of model portfolios, saving advisors time when developing individual plans
Direct indexing and rebalancing
Traditionally time-intensive, both can be automated to suit a minimum investment of $10,000
Invest with precision
Align investments according to your client’s goals, with alternatives and fractional shares of traditional investments shown in a single, unified account
A Client Portal That Feels Like Your Firm
First impressions still matter. Invite clients to join their advisor on an intuitive, self-service digital portal, with a look and feel that’s authentic to your firm. You can configure your own using pre-built interfaces and expedite your time to market.
- Pre-built UIs: Get your application into the hands of clients quickly with our modern investor-facing interfaces
- White-label branding: Put your brand and value proposition in the spotlight, not your custodian’s
- Embedded investing: Guide new clients though the account opening process in real time with configurable RTQs
It’s Not Just a Nice Idea
Other firms have already implemented Augmented Advice technology to enhance their offerings. Read the whitepaper: The Future of Organic Growth Is Here.
First Affirmative automated workflows, added fractional shares, and lowered account minimums
Facet Wealth minimized non-value-driving activities and built a base of clients new to the advisory market
Zoe used Apex technology to automate back-office tasks to focus on meaningful connections with clients
Frequently Asked Questions
Augmented Advice is for ambitious wealth companies that are focused on growth and working with up-and-coming investors, including:
- Whether you’re a traditional wealth management firm going digital or a fintech app seeking to add hybrid advice, Augmented Advice can help complete your technology suite
- Established wealth management firms can benefit from automating manual tasks and rolling out a branded, pre-built end-investor UI that allows clients to self-service
- Digital-first platforms can embed new advice tools directly into their existing technology, with a ready-made advisor workstation to help serve clients
Let technology handle repetitive tasks that consume your advisor’s valuable time. While today’s investor puts more emphasis on self-service, many still want personalized advice to guide their path. With Augmented Advice, you can leverage a suite of tools to automate manual processes, lower your cost to serve, and unlock new paths for growth for the era at hand.
Augmented Advice can help advisors customize portfolio strategies for a large number of clients without a proportional increase in their workload. At onboarding, RTQs algorithmically integrate with the Model Marketplace (with additional tools like ESG/SRI filtering), to help start every relationship with personalized recommendations. Advisors can then segment clients in the Ascend Workstation to increase efficiency. Finally, streamlined OMS and EMS workflows help reduce time spent managing trades.
Yes! The platform is designed to be flexible, creating a custom solution that evolves with your business. You can mix and match as needed for a perfect fit:
- Our turnkey digital advice wealth management solution
- Apex APIs that allow you to build your own experience
- Third-party tools from our Integrations Marketplace
- Your own proprietary models
Ready to Grow With Augmented Advice?
Skip the marketing materials and cut to the details you need to decide if Augmented Advice is right for your business.
