The Wealth Manager solution

A fully integrated front-to-back SaaS solution built on top of Huddlestock’s Bedrock.  It offers access to more than 30,000 financial instruments, real-time and data-centric portfolio creation, management and execution, fast client onboarding, communication and reporting facilities.  Huddlestock’s Wealth Tech solution comes with optional environmental, social, governance and impact screens to allow your final client to invest according to their personal value sets.  It is available in both hybrid and robo-advisory formats, and can be extended to operate as an open banking distribution platform for asset managers. 

Apex – a Wealth Tech solution for the future.

All in one place

Portfolio Growth

Overview of all your investments with extensive amounts of information.

Client Growth

Transparent platform offering comfortable onboarding.

Individual Growth

A secure platform for development and reporting. 

All in one place

Portfolio Growth

Overview of all your investments with extensive amounts of information.

Client Growth

Transparent platform offering comfortable onboarding.

Individual Growth

A secure platform for development and reporting. 

Platform

API Based

Offer a broad range of financial services covering the largest markets in the world.

Private Cloud

Scalable and transparent cloud system resulting in private and secure data processing.

Alternative Data

Extending your reach with useful insights.

Efficiency

Live market data, positions and results all together making your processes more efficient.

API Based

Offer a broad range of financial services covering the largest markets in the world.

Private Cloud

Scalable and transparent cloud system resulting in private and secure data processing.

Alternative Data

Extending your reach with useful insights.

Efficiency

Live market data, positions and results all together making your processes more efficient.

See Apex in action