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Serving treasury management firms

Empower businesses to maximize yield opportunities on operating cash by strategically investing their surplus funds with modern and secure digital brokerage solutions.

AscendOS

Meet 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 

  • Account opening and funding
  • Real-time ledger and data access
  • Automated corporate action updates
  • Financial crimes compliance checks
  • 24×5 trading
  • Enhanced service experience

Pre-built tools to help reduce your development lift 

  • Order Management System (OMS)
  • Execution Management System (EMS)
  • Apex Rebalancer
  • Portfolio mapping algorithm
  • Model Marketplace
  • Client-facing portals and mobile apps
  • Apex Cost Basis and Tax
  • AI-powered Apex Insights
  • Flexible APIs, SDKs, and a sandbox experience

Registration options

Outsourced regulatory registration

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.

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