One AI trading desk.
Every client portfolio.
Apex1819 Advisor lets you deploy autonomous AI trading across all your client accounts from a single dashboard — with full audit trails, per-client mandates, and compliance controls built in.
Advisor accounts are vetted — not self-serve signup.
Client Management
Add, configure, and monitor up to 20 client accounts. Each with independent mandates, risk profiles, and trading universes.
Compliance Ready
Every trade logged immutably. Automatic compliance protection on every order. The AI tracks all decisions — including trades it chose not to make — to continuously improve. 7-year retention.
White-Label Ready
Your branding, your client interface. Full white-label support available on custom plans. API access for signal distribution.
Client Dashboard
Every client. One view.
Monitor all client portfolios, trading status, and P&L from a single dashboard. Drill down to any account with one click. Illustrative preview — sample data.
Margaret Chen
RIA-00147
$847,291
+$3,847
ACTIVEBullishRobert Kim
RIA-00148
$1,204,837
+$12,044
ACTIVEBullishSarah Okafor
RIA-00149
$432,100
-$892
IDLESidewaysDavid Park
RIA-00150
$2,891,000
+$28,910
ACTIVEBullishAdvisor questions
Ready to talk?
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