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.
Get essential investment technology
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
Ascend Investor
Use modern tools plus white-label UIs
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.
- Put your brand front and center.
Design an experience that feels completely your own - Use algorithmic portfolio mapping.
Select the best mix of assets for a portfolio using investor preferences for balancing risk and expected returns - Shorten go-to-market timelines.
Leverage our pre-built advisory and client UIs instead of building your own
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.
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.
Apex library
