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Serving global wealth and brokerage companies

Give your investors digital access to the U.S. markets with robust, cloud-native clearing, custody, trading, and settlement infrastructure.

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Start faster, build smarter with Apex AscendOS

Apex empowers international institutions to provide their investors with digital access to U.S. markets, enabling the execution, clearing, and settlement of trades through robust and resilient infrastructure.

AscendOS features

AscendOS: a flexible, cloud-native ecosystem

Don’t settle for legacy technology. Get the real-time clearing, custody, trading, and execution platform instead. With AscendOS, you can:

Get a comprehensive, scalable solution

From digital, real-time account opening and funding to advanced portfolio management and reporting, AscendOS was designed to bring wealth tech into the modern era.

Access a broad array of U.S. asset classes

Unlock U.S. equities, ETFs, fixed income, mutual funds, options, and alternative investments for your customers.

Provide self-service tools for investors

AscendOS offers a client portal and a mobile app to help empower today’s investors to handle many common scenarios on their own.

Start fast with cloud flexibility and developer tools

Integrate more efficiently into your existing systems via APIs or UIs. Choose a full solution or just the modules you need to unlock U.S. market access.

“Apex enabled us to launch an introducing brokerage business within a short period of time. From onboarding specialists to experienced traders, the Apex staff provided valuable support throughout the process. Plus, we are now able to offer fractional trading services, giving more Korean investors more opportunities.”

Eric Lee
U.S. Region Chief at KB Financial, Republic of Korea

24x5 trading

24×5 trading for your investors’ convenience

Apex provides extended-hour access to the U.S. markets so your clients can trade on their schedules. Our primary Alternative Trading System (ATS) provider is Bruce Markets, an affiliate owned by our parent company, PEAK6. We are also integrated with other extended-hour providers, including Blue Ocean.

Bruce leverages Nasdaq’s technology for operations and compliance and offers a robust platform capable of handling high-volume, around-the-clock trading during these hours:

Pre-market session
Regular session
Extended session
Overnight session
4:00 a.m. – 9:30 a.m. ET
9:30 a.m. – 4:00 p.m. ET
4:00 p.m. – 8:00 p.m. ET
8:00 p.m. – 4:00 a.m. ET

Augmented Advice

Augmented Advice: personalized advice at scale

Get our ready-made combination of wealth tech tools designed to help scale your business while delivering human advice when your clients want it. This business model helps lower the cost of servicing clients to empower your company to grow without staffing up.

  • Automate tasks like rebalancing, goals-based investing, direct indexing, and other time-intensive work
  • Launch digital client experiences more quickly
  • Expand your reach to next-gen investors earlier in their wealth accumulation journey
  • Free up your team’s time along the way