

Empower businesses to maximize yield opportunities on operating cash by strategically investing their surplus funds with modern and secure digital brokerage solutions.
AscendOS
Get cloud-native wealth technology with Apex AscendOS. This platform features intraday (not overnight) services and automated (not manual) workflows — unlike legacy technology — to help your team work more efficiently.
AscendOS eclipses legacy platforms with real-time solutions, robust automations, and a suite of investment management tools.
Real-time services replace overnight slowdowns
Pre-built tools to help reduce your development lift
Leverage pre-built user interfaces (UIs) and investment experiences — including a client-facing portal, a Risk Tolerance Questionnaire (RTQ), a goals-based questionnaire, our portfolio mapping algorithm, and more — with Ascend Investor. This solution can help you launch on your own timeline and expand your potential revenue streams without starting from scratch.
Registration options
Offer wealth management services without the complexities and delays associated with becoming a registered broker-dealer. Choose outsourced regulatory registration, which includes the modern technology of Apex AscendOS, to get you up and running on your own timeline.
Talk to a real person
Get detailed answers to your specific questions by initiating a one-to-one conversation. Provide your information, and one of our reps will reach out.