Apex Rebalancer
Rebalance your whole book in moments, including fractional shares, tax-loss harvesting, goals-based and values-based investing, and more.
Serving startups with big visions
Launch and grow with Apex. Leverage our flexible fintech infrastructure and modern tools to bring your unique self-directed, robo, or advisory experience to life.
Explore comprehensive startup solutions
Cloud infrastructure
Build a modern, real-time experience
Focus on growth — not on managing backend complexities. Choose the leading cloud-native, comprehensive platform that features real-time services, automations, streamlined workflows, user interfaces, and a mobile app that lets you build your way. And of course we’re here to help.
Use the tech provider many founders choose
Of our 200+ clients, many started with us in their planning stages. That’s because we offer:
Cloud-based technology
that can allow you to build better digital experiences
A consultative pre-sales approach
with a team of industry veterans who can help engineer your solution
A modern developer experience
featuring APIs, SDKs, a sandbox experience, and more — so your team can do more, faster
Lower-tech-lift options
including pre-built UIs and, if you’d like, a client mobile app
Flexible platform and modules
designed to create bespoke solutions more quickly
Video
Start faster, build smarter
With AscendOS’s cloud-based infrastructure, it’s easier to build, integrate, scale — and operate globally.
- Developer friendly
- Pre-built technologies
- Cloud flexibility and scalability
- Real-time data
- Enterprise-grade performance, security, and risk mitigation
AscendOS
Meet Apex AscendOS and its many, many features
Our clearing, custody, and trading platform was built in the cloud and designed to meet the expectations of today’s digital investors. AscendOS eclipses legacy platforms with real-time (not overnight) services, automated solutions, and many pre-built tools.
Real-time services replace overnight slowdowns
- Account opening and funding in seconds*
- Real-time ledger and data access
- Corporate action updates
- Financial crimes compliance checks
- 24×5 trading
- Service experience
- Corporate action updates
Pre-built tools so you can skip the extra work
- 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
*Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.
Developer portal
Build your way on your schedule
Use APIs, SDKs, sandbox environments, and real-time support to help accelerate deployment of your bespoke digital experience.
“The Apex Developer Portal has revolutionized our approach to innovation. This invaluable tool amplifies our efficiency and strengthens team productivity.”
Siyuan Guo
Wavvest Cofounder and CTO
The comments expressed here may not represent all client experiences. These statements are not meant to indicate any guarantee of future performance or success.
“Apex provides critical clearing solutions for Stash, helping us better support our millions of customers as they work towards their unique financial goals.”
Brandon Krieg
Stash Co-Founder and CEO
The comments expressed here may not represent all client experiences. These statements are not meant to indicate any guarantee of future performance or success.
Augmented Advice
Use Augmented Advice to scale up human advice
Where will investors turn when they’ve aged out of robo advising? With 41% of Millennials and 40% of Gen Z* using these algorithmic tools, we’re looking at a significant opportunity to scoop up these clients when they start needing human advice.
That’s why Apex offers a tech-supported, pre-packaged, new business model that blends the robo model with on-demand human guidance. It’s called Augmented Advice, and it’s designed to help you work with next-gen investors earlier in their investing journeys.
The goal of Augmented Advice? Leverage advanced technology to start building deeper relationships with mass-affluent investors now so they’re more loyal to you when they’ve accumulated wealth.
* Fortune Business Insights. “Robo Advisory Market Size, Share & Industry Analysis, By Type (Pure Robo-Advisors and Hybrid Robo-Advisors), By End User (Retail Investors, High-Net-Worth Individuals, and SMEs and Corporate Clients), By Service Type (Direct Plan-based/Goal-based and Comprehensive Wealth Advisory), and Regional Forecast, 2025 – 2032.” April 28, 2025.
Advisor Workstation
Ascend Workstation: Unlock focused efficiency
One consolidated dashboard to reduce tab hopping. Push-button workflows and automations to enhance efficiency. Drag-and-drop customization. Access to real-time data 24/7. All designed to unlock more time for advisors and brokers to pursue higher-value activities. Give your team the Apex Ascend Workstation to help them:
- Reduce manual work and workarounds.
Focus more on supporting clients and less on juggling tech platforms - Share a mirrored view with clients.
Help communicate more clearly by showing the same view for both advisors and investors. - Increase productivity with integrated tools.
Automated rebalancing, AI-driven analytics, Model Marketplace, third-party integrations, and many more. - Scale with confidence.
Cloud-native infrastructure can empower your firm to launch and grow without being limited by technology.
Trading
Launch with sophisticated investing strategies
Start with advanced offerings. Expect more from your technology with tools built to redefine efficiency and personalization at scale.
Model Marketplace
Save time on portfolio construction without sacrificing quality. Access a library of models created by professional asset managers.
Direct indexing
Lower barriers to personalization with direct indexing capabilities, giving you new ways to offer customers access to securities they want.
Ascend Investor
Customize instead of constructing
Choose Ascend Investor and get all things AscendOS — plus white-label UIs, a client-facing portal, a Risk Tolerance Questionnaire (RTQ), a goals-based questionnaire, our portfolio mapping algorithm, and, if desired, a mobile app. Fully customizable, you can put your brand (not your custodian’s) front and center without starting from scratch.
- Customize white-label UIs.
Design an experience that feels completely your own - Boost customer engagement.
Give your investors 24/7 access to their real-time information without building it yourself (and if you are building, plug into our APIs) - Shorten go-to-market timelines.
Leverage our pre-built advisor and client UIs to reduce your development lift
Service experience
Tap into a better service experience
Meet service built for faster resolutions and fewer phone calls. Through real-time capabilities, self-service tools, our digital service center, and your own dedicated Apex team, we help you get what you need so you can accelerate growth.
Start fast and with greater flexibility
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
