Clearing and Custody for Modern Innovators
Whether you’re a startup, an industry titan, or somewhere in between — our clearing and custody engine is here to help.
Flexible, Secure, and Dependable at Scale
Use our clearing and custody engine to create new investor experiences, expand investing options, and provide access to U.S. and global markets. Launch with room to grow — adding features and functions as your needs evolve.
- Innovative technology
- Regulatory expertise
- Trading and technical operations desks
- Robust data security protocols
- Rigorous risk management
Apex proprietary data as of 9/30/2023.
* 2022 figures via Apex proprietary data as of 12/31/2022.
* Some account types are only available to registered broker-dealers.
Learn More About Our Capabilities
Regulatory Cost Basis and Tax Reporting
Automate your investors’ regulatory cost-basis calculations and tax forms with Apex Silver’s SaaS solutions.
It’s a lot harder than you might think, requiring advanced data cleansing and normalization, sophisticated trade tracking, and ensuring proper cost-basis calculations.
Deliver pre-filled tax forms, so your investors can spend time investing, not reconciling trades and filling out forms.
Data Storage and Analytics
Query your own custom data sets and stream them in real-time to run your brokerage or wealth management firm. Apex data warehouse provides performant, scalable, secure solutions so that you can manage your books and records storage. It enables data reconciliation and data retention so that you can manage your regulatory requirements.
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