Wealth Tech
Use Apex technology purpose-built for RIAs and other financial advisors to unlock new paths to organic growth.
Provide personalized investing advice at scale
Don’t settle for incremental improvements that still involve lots of manual work — plug into new ways to amplify your capabilities and your business potential.
Expand your reach with Augmented Advice
It’s not just a suite of products — Augmented Advice is a new business model for RIAs and other financial advisors. It uses advanced technology to help reduce the time and expense spent servicing clients. So you can focus on scaling your business without compromising the personalized expertise your clients trust.
Augmented Advice gives you the tools to help:
- Deliver fully digital client experiences
- Provide an onramp to personalized advice as next-gen investors accumulate wealth
- Free up your team’s time along the way
Rebalancing
Apex Rebalancer
Less operational effort, more tailored investing at scale.
Use our real-time Rebalancer to handle tens of thousands of accounts at once, rebalancing them down to the fractional share level. With Apex Rebalancer’s automation and push-button workflows, you can help clients get personalized treatment without a heavy operational burden.
Rebalancer dashboard
Save time with a filtered view that lets you see which accounts need rebalancing so you can propose trades more efficiently.
Trade explanations
Get detailed explanations with an audit trail for why each transaction is (or is not) proposed, including single securities and fractional shares.
Goals-based investing
Use time-based or risk-based glide path automation to assign accounts to goals, including multiple accounts for a single goal. Available via our platform or by plugging into our API.
Direct Indexing
Personalize portfolios with direct indexing
Give investors greater autonomy and control with direct investing through Apex Rebalancer. Construct portfolios using sophisticated quantitative techniques to control risk, manage tracking errors, and allow RIAs and other financial advisors to define constraints according to client investment preferences.
- Screen for themes like ESG
- Exclude categories not aligned with investor preferences
- Optimize for tax loss harvesting and other scenarios
- Allocations as low as $10k
- Available via API or user portal
Model Marketplace
Access third-party models
Use Apex Model Marketplace to reduce your operational lift without sacrificing quality. Access a broad library of models, all integrated directly into Apex Rebalancer.
Get models from established asset managers
Select models to align with client objectives
Save time on portfolio construction
Apex Ascend Workstation
Out of many apps — one advisory platform.
Less copy-pasting. More auto-populating. We built the Advisor Workstation 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
Investor apps and client portals
Use Apex Ascend Investor to deliver the next-gen digital experiences that investors want — even if you don’t have engineering resources to build your own custom app.
- White-label apps and portals
Configure our pre-built investor-facing tech to your needs and your brand - Embedded wealth SDK
Add extensive wealth management capabilities to your investor-facing platform — while minimizing the coding lift by using pre-built SDK (Software Development Kit)
Data insights and tools
Built-in business intelligence
Access and analyze your own real-time data with Apex Insights, our built-in BI (Business Intelligence) tool built on Google Cloud’s Big Query platform.
Pre-built and custom dashboards
Ad-hoc reports powered by Google Looker Studio
Built-in PII controls (Personal Identifiable Information)
Real-time data warehouse
Loyalty investing
Stock rewards and loyalty
Create a new way to level up loyalty by giving your customers a chance to own stock in your brand. Leverage these rewards to help attract new shoppers, encourage loyalty signups, and amplify your brand engagement.
Expand user engagement within your ecosystem by adding Apex services into your digital experience.
- Stock-back loyalty
- Stock rewards
- Embedded investing experiences
Service experience
Real-time service tools
Meet service built for faster resolutions and fewer phone calls.
The next level of service helps 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
* In demonstrations, service center tickets can be completed and submitted in under a minute. Apex proprietary data as of 8/1/24.
** Apex proprietary data 1/1/24-6/30/24.
Learn about our modern wealth tech for advisors
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