The cloud-native system offers tools and data intended to help firms build an infrastructure that supports integration, scaling, and global operations.
Apex Fintech Solutions is launching an investment infrastructure platform, dubbed Apex Ascend, that has been designed to help clients improve their capability to “operate efficiently and better navigate risk on a global scale,” officials say.
The cloud-native platform offers built-in tools and data to help firms create, integrate, scale, and operate globally and offers key capabilities such as:
- A Real-Time Ledger: The ledger offers an application programming interface (API)-based delivery for balances, and buying power, and acts as “a single source of truth for real-time custody and clearing, aggregated data, and closer integration across the ecosystem of fintech solutions;”
- Cloud Data and Business Intelligence Platform: The platform has support for customizable, automated reporting and visualizations, and integrates data and insights into operations. This capability includes customized dashboards and reporting on real-time data.
- Support for Developers: The platform offers development teams tools to build “digital-first retail investment and trading solutions across asset classes, account types, investment solutions, and delivery models.” There is also “a modern portal with sandbox, SDKs, APIs, and UIs;”
- Real-Time Account Onboarding & Maintenance: This helps firms provide straight through processing “with a variety of funding methods available;”
- Trading, Execution & Order Management: The new platform features fractional trading capabilities, smart order routing, and a built-in order management system (OMS) providing pre-trade controls;
- Rebalancing Tools: Officials say the platform offers built-in customizable, cloud-scale solutions for automated portfolio rebalancing, model management, and goals-based investing across multiple asset classes.
Apex Fintech Solutions is based in Dallas, Texas.
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