Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
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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.

About

Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Financial advisory firms seeking a solution that integrates with their CRM and tools to standardize client processes, boost team accountability, and scale client service smoothly

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$75 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Apex Fintech Solutions
United States
apexfintechsolutions.com/developers/ascendos/

Company Information

Hubly
Founded: 2019
Canada
www.myhubly.com

Alternatives

Alternatives

BITA Risk

BITA Risk

corfinancial
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics

Categories

Categories

Integrations

Calendly
Gmail
Mailchimp
Redtail CRM
Wealthbox
Zapier
Zoom

Integrations

Calendly
Gmail
Mailchimp
Redtail CRM
Wealthbox
Zapier
Zoom
Claim Apex AscendOS and update features and information
Claim Apex AscendOS and update features and information
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