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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AscendOS, created by Apex Fintech Solutions, is a cloud-native investment infrastructure platform that empowers fintech companies, broker-dealers, and wealth management firms to design, launch, and expand their digital investing offerings within a cohesive, real-time ecosystem. This platform offers a modular framework that consolidates essential financial operations—such as custody, clearing, trading, reconciliation, and investor account management—into a singular system, thereby removing the complications of using multiple, disparate systems. It provides immediate access to services through features like a preconfigured ledger, a trade execution engine, and an integrated data warehouse, allowing continuous visibility into account activities, balances, and transaction history without the delays of batch processing. Supporting a diverse array of asset classes, AscendOS also includes digital investment tools such as portfolio rebalancing, direct indexing, and model marketplaces, enabling firms to tailor investment solutions that meet their unique needs. In doing so, it not only enhances operational efficiency but also enriches the user experience for investors seeking personalized financial products.

Description

Craft distinctive digital experiences fueled by instantaneous financial data and insights. Gain access to a versatile write-once read-many data stream encompassing all major custodians, and take advantage of easy-to-integrate white-labeled features for billing, reporting, and additional services. By establishing new distribution pathways, you can unlock your firm's full growth capabilities. Enhance back-office efficiency through consolidated portfolio management, automated reporting, and straightforward fee billing processes. As the industry's sole fully API-first, multi-custodial software and data aggregation platform designed by developers specifically for developers, BridgeFT’s WealthTech API simplifies your development processes while continuously evolving with cutting-edge technology. This WealthTech-as-a-service platform presents a unified, open API that provides trade-ready, multi-custodial data, sophisticated analytics, and vital applications. It also facilitates the aggregation of multi-custodial held away assets and third-party application data, ensuring comprehensive financial oversight. By embracing this innovative approach, firms can significantly elevate their operational efficiency and data management strategies.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Plaid No 

Integrations

Plaid Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Apex Fintech Solutions

Country

United States

Website

apexfintechsolutions.com/developers/ascendos/

Vendor Details

Company Name

BridgeFT

Country

United States

Website

www.bridgeft.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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