The Fintech Revolution Requires Reliability at Scale

Year after year, our clients change the financial world in powerful new ways, while our proven APIs work behind the scenes to help them function and thrive.

Start Fast and Keep Climbing

Our simple-to-use APIs can help you get off the ground quickly, then add new features and capabilities as you need them. As you expand your user base, our APIs take growth in stride. We have hundreds of fintech clients that lean on our APIs to help them serve millions of investors in highly regulated environments.

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Apex Technical Solutions

Whether you’re starting a business or expanding into new areas, we offer an extensive, expanding range of technical services that support the crucial functions needed to run a modern investment company.

Accounts offer everything you need to approve, onboard, and maintain accounts. This includes in-line investor verification, paperless enrollments, and account preference configuration for a large range of account registration and customer types.

Trading gives you a flexible suite of APIs and FIX interfaces to trade across all major asset classes, including support for agency notional/fractional order entry. Post trade processing services include APIs for trade posting and allocations. We also enable a Stock Locate API service.

Portfolio APIs allow you to build multi-asset class portfolio models, assign them to accounts, and automate rebalancing trade proposal generation, including straight-through processing of order execution and trade allocation.

Cash lets you move money across standard and unique funding rails including wires, ACH and PayPal. All of these include rich features ,such as scheduling recurring deposits, and authorizing and managing bank /external account linkages. We also enable custom banking integrations for clients with baking affiliates or partners that allow for instant cash funding movements between their networked accounts.

Transfers APIs enable account-owner-led account transfer initiation workflows, as well as operational services to support and service ACATS account transfers.

Tax-Related Services deliver cost basis calculations, corporate actions, and reporting.

Communications manage custodial investor communications in a way that allows you to stay on brand. We enable electronic delivery of trade confirmations, statements, and tax documents, including modern, customizable notifications.

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Talk to us about how we can help set you up for success.