To align our product development with our Clients’ strategies, Apex has adopted a number of product management best practices from the software industry and adapted them to address some of the unique challenges within financial services. 

The “coordinated releases” take place over a 16-week cycle, which amounts to about 4-months in between releases. That translates to 3 full release cycles per year. In this document you will find key features and functions that are generally available to clients via the release process.   


Highlights from this launch cycle include:

  • Apex Extend:
    • New Suites: Broker Workstation, Market Data Suite
    • Improved automation for new account appeal process and account updates
    • Enhanced Documentation
  • Apex Cash Enhancements:
    • Sentinel 2 now offers more features than Sentinel 1
    • Fee & Credit API
    • First-party cash journal API
    • Schedule ACHs
  • CAT/CAIS Offering:
    • Apex is offering a new service to Introducing Brokers to facilitate Consolidated Audit Trail (CAT) and Customer and Account Information (CAIS) reporting obligations. 

Fill out the form to explore a more detailed listing of these feature enhancements. 

Fill out the form for the 21a Release Notes