Let’s talk cloud-native wealth tech at SIFMA Ops

We spent most of the last decade building next-gen, cloud-native investing infrastructure so nobody else has to. Let’s talk about what your company could do with the modern features of Apex AscendOS^TM.

• Automated cost basis and tax reporting that can cut the drama (and total cost of ownership) associated with these complex calculations
• A real-time ledger for a single source of truth and up-to-date account activity, positions, and cash balances 24/7
• Modern ACATS APIs built for the latest NSCC protocols
• And more, like real-time account onboarding and robust rebalancing