Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor
phone, laptop and social media images

Technology > Investment Platforms

Apex Launches Cloud-Based Investment Platform

By John Manganaro

X
Your article was successfully shared with the contacts you provided.

Apex Fintech Solutions has unveiled a cloud-based investment platform dubbed Apex Ascend, designed to help financial services firms boost their client-service efficiency and navigate risk more effectively.

The platform’s “cloud-native” infrastructure, according to the announcement, gives clients access to a range of new tools and data to help build, integrate and scale their operations globally.

Among the tools is a real-time ledger providing around-the-clock, API-based delivery for a range of account activities, acting as a “single source of truth” for real-time custody and clearing across existing fintech solutions.

The platform also provides customizable automated reporting and visualization tools, complemented by a modernized developer experience meant to enable tech teams to build digital-first retail investment and trading solutions across asset classes, account types and delivery models.

Other features cited in the announcement are real-time account onboarding, trading and order execution management, and rebalancing tools. The overall goal of the platform, according to Apex CEO Bill Capuzzi, is to help clients “build nimble” and “run vast.”

“Industry changes come for everybody — whether they are threats or opportunities — and Apex Ascend is how companies can more efficiently wield finite resources to adapt to meet those challenges,” Capuzzi said.

He added that the platform can be used by firms “no matter the size of [the] enterprise.”

Credit: Shutterstock

John Manganaro

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.