The end of 2021 is sneaking up on firms evaluating budgets and planning initiatives for the coming year. At APX Stream, the guiding principle is straightforward: when clients benefit, we benefit.
The company rarely discusses products specifically, preferring instead to emphasize advice and thought leadership. However, the APX Vault underwent significant development throughout the year, warranting an overview of its expanded capabilities.
The Data Hub Concept
APX Stream positions the Vault as a central hub for investment managers to build data marketing and broader marketing efforts. The framework includes connections to consultant databases, industry data portals, marketing materials, client retention questionnaires, investor portals, and institutional accounts.
The platform addresses a universal manager challenge: assembling, managing and distributing consultant data can be challenging. The solution prioritizes three core objectives: offering turnkey functionality, creating a unified platform, and reducing team workload.
Key Features
Narratives Workbook
Unlike most automated solutions that handle quantitative data easily, this tool manages qualitative information through an automated system. "Draft Mode" enables cross-departmental collaboration across portfolio management, sales, marketing, compliance, and administration, with unlimited user accounts facilitating true organizational input.
Consultant View
Managers can see how their data appears on specific consultant databases exactly as subscribers view it—valuable for compliance teams ensuring accurate market representation.
Data Showroom
Provides institutional clients read-only Vault access for monitoring performance, holdings, and personnel changes against investment policy statements.
Quarterly DDQ Automation
Streamlines due diligence questionnaire reporting, freeing capacity for new business development while maintaining client relationships.
Collateral Automation
Integrates with external marketing firms, enabling single-source data publishing across multiple distribution channels.
Database Research
APX Stream maintains proprietary research on 50+ global consultant databases, informing strategic deployment decisions.
The Vault undergoes continuous development based on client requests, with enhancements provided at no additional cost.