Apex AscendOSApex Fintech Solutions
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BITA Riskcorfinancial
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About
AscendOS is a cloud-native investment infrastructure platform developed by Apex Fintech Solutions, designed to help fintechs, broker-dealers, and wealth management firms build, launch, and scale digital investing experiences through a unified, real-time ecosystem. It provides a modular foundation that integrates core financial operations such as custody, clearing, trading, reconciliation, and investor account management into a single platform, eliminating the need for multiple disconnected systems. It delivers real-time services through components like a prebuilt ledger, trade execution engine, and embedded data warehouse, enabling continuous access to account activity, balances, and transaction data without relying on batch processing. It supports a wide range of asset classes and includes digital investing tools such as portfolio rebalancing, direct indexing, and model marketplaces, allowing firms to create customized investment products.
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About
Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Fintech companies, broker-dealers, and wealth platforms that need to build and scale real-time digital investing infrastructure with integrated trading, custody, and data services
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Audience
Enterprises searching for an advanced suitability, investment and governance solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationApex Fintech Solutions
United States
apexfintechsolutions.com/developers/ascendos/
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Company Informationcorfinancial
Founded: 1996
United Kingdom
www.corfinancialgroup.com/financial-software-products/bita-risk/
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Integrations
No info available.
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Integrations
No info available.
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