Apex Astra™
Turn EFFICIENT into
a Verb
Get more done — more simply — with the advisory UI built to put more power in your hands.
What can Astra do for you?
- Real-time capabilities
- Elegantly simpler workflows
- Efficiency to help you scale your reach
Out of many apps — one advisory platform
Less copy-pasting. More auto-populating. We built Apex Astra to simplify workflows for advisory firms by integrating capabilities that often used to require toggling between different tabs and applications.
- Open
- Fund
- Manage
- Trade
- Rebalance
- Data
- Bill
- Permission
See Apex Astra for Yourself
Request a live demo of our advisory UI. Just submit this form and a member of our team will be in touch soon.
Accelerate onboarding with real-time impact
Astra can make it easier to turn prospects into clients within the space of a single call. And helps you get your new clients funded and invested in one of your model portfolios with just a few clicks.
- Real-time account opening
- Real-time account funding
- Streamlined model portfolio allocation
Rebalance at pace and scale
Simplify and automate the investing process across your full book of client accounts.
- Robust automations
- Streamlined model management
- Whole and fractional share trading capabilities
- Client-ready trade explanations
- Tax loss harvesting capabilities
- Direct indexing
Manage accounts with more powers at your fingertips
Handle a variety of account management issues on your own.
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Fee Billing
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Client Demographics
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Client Preferences
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User permissions
Take the Next Step
Connect With Us