From warehousing to distribution to reporting — everything you need to manage your investment data in one platform.
The APX Vault is a proprietary data warehouse that serves as the aggregate of the world's consultant databases. Store unlimited data, manage unlimited users, and maintain a secure book of record.
Import data from any source in any format — we handle the normalization.
Your data stays yours. Enterprise-grade security with role-based access controls.
Centralized repository for all your narratives and questionnaire responses.
Full historical backfill with no storage limits or additional costs.
End-to-end data distribution to every major consultant database with built-in reconciliation. We maintain the connections so you don't have to.
Direct connections to eVestment, Morningstar, Mercer, and every major platform.
Data validation catches discrepancies before they become problems.
Backfill and maintain historical records across all connected databases.
Know exactly what's live across every platform at any time.
Comprehensive reporting tools to track data gaps, ensure narrative consistency, and monitor your presence across all consultant databases.
Identify missing data points across databases before consultants do.
Visual proof of your data presence across every connected platform.
Ensure your firm's story is consistent across every database and platform.
Understand exactly how your data appears to consultants and prospects.
See how APX Stream can streamline your data operations and give you back hours every week.
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