Real-Time Custodian Tech Changes the Math for Advisors

With capabilities like real-time account opening and funding, advanced rebalancing, and digital self-service — tap into efficiency that can unlock new paths to scalable growth potential.

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Make Workflows Simpler and More Powerful

Apex platforms and APIs remove friction from essential advisory workflows and amplify advisor capabilities in ways that get to the heart of the advisory business model.

Apex Astra™ — Open and fund accounts in real time
Apex Rebalancer™ — Rebalance 50k+ accounts in minutes
Digital service tools — Handle common service issues with just a few clicks
API-enabled collaborations — Empower advisors end-to-end

Apex Astra, the next level of advisory UI

When the technology at the center of daily work can potentially help you shave off hours and days from common tasks — the impact gets to the heart of your business, and the experience you deliver to your clients.*
Explore Apex Astra

* Time savings refers to capabilities like real-time account opening where accounts can often be opened in seconds and funded immediately thereafter, and advanced rebalancing where tens of thousands of accounts can be rebalanced in minutes.

Many tasks — one experience

Open, fund, trade, manage, rebalance, bill, data, permission

Real-time capabilities

Including account opening and funding, advanced rebalancing, and ACATS initiation (Automated Customer Account Transfer Service)

Digital self-service tools

Including client demographics and user permissions

Built-in integrations

With 3rd-party technologies

Apex Rebalancer: Less Effort, More Real-Time Data

Streamline the investing process across your full book of client accounts — through model management, rebalancing, tax loss harvesting capabilities, trade execution, and more.

Automations
Trade explanations
Customization at scale

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Service Built for Faster Resolutions, Fewer Phone Calls

The next level of service is built to anticipate needs and get ahead of common challenges. Through real-time capabilities, self-service tools, our digital service center, and your own dedicated Apex team — we help you get what you need to keep doing what you do.

60 seconds
to submit a service ticket online*
30 minutes
to get a response during business hours**
1 point person
to call when you need the attention of your dedicated service team

Read Service Fact Sheet

API-Enabled Collaborations

Whether you want to own the front-end, back-end experience, or elements of either one — we offer flexible APIs and veteran guidance to help you bring your next technology vision to life.

Differentiating all-in-one B2B platforms
End-to-end advisor experiences
Promoting 401k rollovers
Nurturing mass affluent investors

Read Orion Case Study

* In demonstrations, ticket submission process can be commonly completed in less than a minute.
** Apex proprietary data as of 1/1-24-6/30/24.

Proven at Scale

You may not have heard of Apex, but we are hiding in plain sight serving millions of end-investors.
How We Serve Advisory Firms

Source:
Apex data as of 6/30/24. Data for other custodians derives from publicly reported figures. “Pershing at a Glance,” Pershing.com, accessed 9/6/24. “About Schwab” aboutschwab.com/our-company, accessed 9/6/24. “About Fidelity- Our Story,” Fidelity.com, accessed 9/6/24. SEI figures from Tiburon Strategic Advisors, June 11, 2023, Apex proprietary data as of 6/30/24.