Apex AscendOS™
Real-time investment infrastructure
AscendOS is a cloud-native ecosystem purpose-built for fintechs, broker-dealers, and wealth management firms. It empowers you to build a frictionless investor experience tailored to your unique business model.
Launch faster, scale smarter
AscendOS’s cloud-native infrastructure makes it easier to build, integrate, scale — and operate globally.
- Frictionless process: Open accounts globally at scale in seconds. Fund, trade, and assign models to accounts in minutes*
- Real-time system events: Monitor all activity in AscendOS with real-time Webhooks, Snapshot files, and custom enterprise data integrations
- Support at every step: The Apex team is available globally to provide best practices, integration support, and design consulting services
- Pre-built technologies: Freedom to focus on innovation while offering and serving your clients with a wide range of investment products and account types at global scale
- Developer-friendly: A rich set of enterprise developer tools help you scale with speed and efficiency
- Enterprise-ready: Built for high performance, robust security, and proactive risk management
- Fewer surprises: Identify risks in real time with up-to-date account and activity data
*Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.
Discover AscendOS
Complete the form to request a 1:1 AscendOS demo. We’ll follow up within two business days to schedule at your convenience.
Simplify your development process
Start fast with powerful developer tools including SDKs, code samples, API documentation, and guides. Reduce time to market and increase development agility with our AI assistant, Ask Ascend. *
*Available in North America, South America, Africa, Asia, and Oceania (Australia and surrounding countries).
Powered by Google Cloud technology
Accelerate toward your goals with AscendOS, built on Google Cloud’s suite of tools and services.
- Scale more confidently while maintaining consistent high-speed performance and enterprise-grade security
- Deliver real-time analytics with your data to identify trends, enable self-service reporting, and eliminate data silos through Apex Insights
- Achieve real-time visibility with streaming event alerts plus timely recording and bookkeeping via Apex Ledger
- Maintain smooth operations with a resilient tech stack and a battle-tested team ready to solve any challenge
Engineered for resilience
Stay operational—no matter what. Scale effortlessly, even on the busiest days. With a proven track record of uptime during even the most volatile markets, AscendOS and Apex will keep your business running smoothly
Provide availability and scalability with a combination of independent components that keep transaction records secure and easy to recover
Keep clients’ transactions flowing efficiently with trade routing and execution redundancies
Enjoy peace of mind knowing that a single unified system under one roof minimizes downtime and potential issues
Safeguard your data and protect against cyber threats with strict encryption, 24/7 monitoring, and access controls synced with your existing system
Count on system reliability backed by regular stress testing from our in-house team
Leverage our robust compliance foundation with a dedicated team managing risk, AML, fraud, and trade surveillance on our platform.
Apex offers exceptional financial stability with net capital on our balance sheet >10X the minimum capital required*
*Apex proprietary data as of 6/25/2025
Build what you need. Grow without limits.
Offer clients a wide range of asset classes, account types, investment solutions, and delivery models. Customize your investor experience with cloud-native infrastructure and pre-built, next-gen tools designed for smooth integration.
Real-time Apex Ledger
Embedded data warehouse
Real-time account opening and funding
Order Management System (OMS)
Execution Management System (EMS)
Apex Rebalancer
Apex Insights
Ascend Workstation
White-label investor UI and mobile and web apps
Go beyond traditional assets
Offering alternative investments has traditionally meant a clunky, fragmented experience. AscendOS changes that by integrating our Apex Alts platform directly into the core infrastructure.
Provide an end-to-end alternatives workflow that covers every step from account opening and funding to subscription and reporting, all within a single, unified system.
Enable discovery through the Apex Alts Marketplace. Allow investors to browse, research, and subscribe to a wide range of alternative funds without ever having to leave your branded platform.
Deliver a clearer financial picture providing a single, consolidated brokerage account where investors can see their traditional assets and alternative investments side-by-side.
Learn more about Apex Alts.
5 use cases for cloud infrastructure
Check out our white paper, “Chasing Scale in the wrong places,” to discover five ways cloud-based fintech infrastructure can help solve critical business challenges.
Get your data the moment you need it
Access real-time information at the account level and across your enterprise.
Single source of truth
The real-time ledger provides up-to-date account activity, positions, event streaming, and cash balances via 24/7 API delivery
Timely insights. Informed decisions.
The Apex Insight business intelligence platform empowers you to make data-driven decisions with custom dashboards, clear visualizations, dynamic reporting, and more
6 uses for a real-time data warehouse
Check out our white paper, “The Power of Real-Time Data Access,” to discover 6 ways a real-time data warehouse can transform the investing industry.
Apex Library
