The only full-service, independent investment data management platform. Warehouse, distribute, and reconcile your data across 60+ consultant databases — seamlessly.
Trusted by leading asset managers
From warehousing to distribution to reporting — everything you need to manage your investment data in one platform.
Your single source of truth for all investment data. Secure, scalable, and always in sync.
End-to-end data distribution to every major consultant database with built-in reconciliation.
Comprehensive reporting tools to track data gaps, monitor your narrative consistency, and verify your data footprint.
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.
Seamless data distribution across all major databases.
Built-in reconciliation catches discrepancies before they become problems.
Privately held with no conflicts of interest. Your data stays yours.
Decades of experience helping firms raise hundreds of millions in AUM.
APX Stream is built on a NIST SP 800-171 compliant infrastructure, ensuring your investment data meets the highest federal security standards.
Purpose-built to meet federal security requirements for protecting sensitive information in non-federal systems and organizations.
Granular permission models ensure each user sees only the data relevant to their role, with firm-level and product-level segmentation.
Every data access, modification, and distribution event is logged with timestamps and user attribution for full traceability.
Protected delivery pipelines to 60+ consultant databases with validation at every step of the distribution process.
Data protected both at rest and in transit through industry-standard encryption, ensuring zero exposure at any point in the pipeline.
Continuous monitoring for unauthorized access attempts, anomalous data patterns, and infrastructure vulnerabilities.
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.
APX Stream combines domain expertise with technology to deliver RFP and DDQ workflows as a managed service, driving headcount reduction and risk management through expert-reviewed outputs.
See how APX Stream can streamline your investment data distribution and give you back hours every week.
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