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The leader in investment data infrastructure

Your investment data,
unified with precision

The only full-service, independent investment data management platform. Warehouse, distribute, and reconcile your data across 60+ consultant databases — seamlessly.

100+
Asset managers served
60+
Database integrations
15+
Years of expertise
99.9%
Data accuracy rate

Trusted by leading asset managers

End-to-end investment data infrastructure

From warehousing to distribution to reporting — everything you need to manage your investment data in one platform.

Data Warehouse

Your single source of truth for all investment data. Secure, scalable, and always in sync.

  • Compatible with all data formats
  • Private, secure data storage
  • Narrative & questionnaire library
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Distribution & Reconciliation

End-to-end data distribution to every major consultant database with built-in reconciliation.

  • 60+ database integrations
  • Built-in quality control
  • Historical data management
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Reporting

Comprehensive reporting tools to track data gaps, monitor your narrative consistency, and verify your data footprint.

  • Gap analysis reporting
  • Profile View workbooks
  • Narrative consistency tracking
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Built for asset managers who demand precision

We're the only full-service, independent investment data management firm in the industry. No conflicts of interest. No shortcuts. Just accurate data, delivered where it needs to be.

End-to-End

Seamless data distribution across all major databases.

Always Accurate

Built-in reconciliation catches discrepancies before they become problems.

Completely Independent

Privately held with no conflicts of interest. Your data stays yours.

Battle Tested

Decades of experience helping firms raise hundreds of millions in AUM.

Your Data
APX Vault
APX Vault
eVestment
APX Vault
Morningstar
APX Vault
Mercer
APX Vault
+ 60 more

What our clients say

"

Since 2019, APX Stream has been a reliable partner for Morgan Dempsey Capital Management. Their automated data management platform, proactive service, and fast, accurate distribution of performance data to key public portals have materially improved our reporting workflows. Throughout our long-standing partnership, APX Stream has consistently delivered institutional-quality service at a highly competitive price. Just as important, their team is responsive, knowledgeable, consistently attentive to detail, and a true pleasure to work with, giving us confidence in the integrity and timeliness of our data.

Ready to streamline your data operations?

See how APX Stream can streamline your investment data distribution and give you back hours every week.

Schedule a Demo