Serving self-clearing broker-dealers

Customize, don’t construct — integrate standalone modules from Apex to enhance your investor experience, optimize workflows, and scale your operations with real-time, cloud-native technology.

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Choose exactly what you need

We offer many out-of-the-box modular solutions, including:

The real-time Apex Ledger

Advanced Order Management System (OMS)

A precise Execution Management System (EMS)

An elegant Apex Alts solution

Modern Automated Customer Account Transfer Service (ACATS)

Automated Apex Rebalancer

SaaS Cost Basis and Tax

Apex Rebalancer

Use Apex Rebalancer to personalize at scale

Less operational effort, more tailored investing at scale.

Use our real-time Rebalancer to handle tens of thousands of accounts at once, rebalancing them down to the fractional share level. With Apex Rebalancer’s automation and push-button workflows, you can offer direct indexing (with lower minimums), leverage our Model Marketplace, and execute tax loss harvesting capabilities. Read the fact sheet for more details.

Rebalancer dashboard

Save time with a filtered view that lets you see which accounts need rebalancing so you can propose trades more efficiently.

Trade explanations

Get detailed explanations with an audit trail for why each transaction is (or is not) proposed, including single securities and fractional shares.

Goals-based investing

Use time-based or risk-based glide path automation to assign accounts to goals, including multiple accounts for a single goal. Available via our platform or by plugging into our API.

Cost Basis and Tax

Cut the chaos during peak-volume season

Apex Cost Basis and Tax uses real-time data and automated calculations to help you save time. Built-in with as-of and what-if views which allows you to explore hypothetical scenarios and trace calculations for full transparency. Plus, reduce manual errors while processing enterprise-scale volumes of trades, wash sales, corporate actions, income reclassifications, and more.

Available as a unified platform or standalone modules, Apex Cost Basis and Tax is proven at scale. Get more details — read the Cost Basis and Tax page.