The front end for brokerage platforms.
Interpose Invest is the customer-facing layer your brokerage is missing — a wealth-management experience for advisors and a self-directed app for investors, both white-labeled on your custody and execution. One integration, no front-end team to hire.
curl -X POST https://api.interposehq.com/v1/custodians/connections \
-H "Authorization: Bearer $TOKEN" \
-d '{
"custodian_type": "YOUR_BROKERAGE",
"account_id": "ptf_01HV4Y2K3M5N8P9QR2ST4UVWXY",
"external_account_id": "your-brokerage-account-ref",
"sync_mode": "API"
}'{ "connection_id": "cxn_01HV4...", "status": "ACTIVE" } // front end now liveKeep custody where it is. Interpose Invest becomes the front end on top.
2 experiences
Wealth management + self-directed, one API
Your custody
We never take custody — you keep it
White-label
Your brand, your domain, end to end
60 days
From kickoff to a live white-label pilot
Runs on the custody rails you already operate — bring your own brokerage
Native BaaS
Real-time integrated mode
Correspondent Custody
Fully-disclosed / omnibus
RIA Custodians
Overlay via BaaS gateway
File / API Import
REST, FIX, SFTP, or CSV
Two Experiences · One API
Whichever way your customers invest.
Some of your users want an advisor to manage it. Others want to do it themselves. Interpose Invest ships both front ends — take one or run them side by side.
Wealth Management
Managed portfolios, done for you.
A complete advisor-driven wealth stack: model rebalancing, direct indexing, tax-aware and household rebalancing, GIPS performance, AUM billing, and white-label advisor and client portals.
- Model & sleeve rebalancing at 10K-account scale
- Direct indexing + tax-loss harvesting
- Household rebalancing with asset location
- GIPS TWR / MWR performance & attribution
- AUM billing with tiered breakpoints
- White-label advisor + client portals
Self-Directed
A consumer investing app they'll love.
A modern, self-directed experience your customers benchmark against the top retail brokerage apps: public onboarding, fractional trading, research, watchlists, and client-facing AI insights.
- Guided public onboarding (register → KYC → fund)
- Fractional trading in dollars or shares
- Discover, stock pages & watchlists
- Client-facing AI insights (not-advice posture)
- Activity, positions & ACH transfers
- Adaptive: self-directed and advised in one app
Wealth Management · Advanced Capabilities
Institutional-grade PM your customers can't get from custody alone.
Capabilities legacy PM platforms charge extra for — or don't support at all — are first-class features, on the same event stream as every position and order.
Direct Indexing
Clients own the underlying securities — not a fund share — enabling factor tilts, ESG exclusions, and position-level tax-loss harvesting at fractional-share precision.
Tax-Aware Rebalancing
Every rebalance is evaluated against the tax ledger pre-trade: short vs. long-term lots, wash-sale detection, and realized-gain budgets the advisor sets per account.
Household-Level Rebalancing
Rebalance taxable, Roth, IRA, and 401(k) as one coordinated unit — asset-location strategy assigned per account type automatically.
GIPS Performance & Attribution
Time-weighted (Modified Dietz) and money-weighted (IRR) returns, composites by mandate, blended benchmarks, and contribution/attribution analysis.
AUM Billing
Tiered fee schedules with breakpoints, household aggregation, per-account overrides, proration, and idempotent billing runs — invoices branded per firm.
Alternatives, Native
Private equity, hedge funds, and real assets with NAV valuation, capital-call tracking, and illiquidity constraints — in performance and household views without manual entry.
Self-Directed · The Experience
A self-directed investing app your users will actually love.
A modern, consumer-grade investing experience — the kind your customers benchmark against the top retail brokerage apps — delivered as a white-label front end on your custody. Ship it as your product, in your colors, on your domain.
Guided onboarding
A public sign-up wizard takes a new user from email to funded account — register, KYC, activate, fund — with no advisor required.
Fractional trading
Buy in dollars or shares with a live quote and a pre-trade estimation preview, down to 8-decimal precision.
Research & discover
Discover feeds, per-symbol stock pages, and watchlists — the browsing experience consumers expect before they buy.
Client-facing AI insights
Portfolio, per-security, and idea insights generated for the end investor, each carrying a clear “not investment advice” disclaimer.
Activity & transfers
Full order history, positions, and ACH transfers in — the table-stakes account surfaces, already built.
One adaptive app
The same client portal serves self-directed and advised accounts, branching automatically on whether an account has an advisor.
Your Brand · Invest
$48,213.90
▲ $612.40 · 1.29% today
AAPL
Apple Inc.
$8,420
+0.8%
VOO
S&P 500 ETF
$14,110
+1.1%
NVDA
NVIDIA Corp.
$6,205
−0.4%
Fractional · executes on your rails
One Platform Beneath Both
The same rails power the advisor and the investor.
Wealth management and self-directed run on one multi-custodian, event-sourced platform — so every trade, position, and dollar reconciles to a single ledger, on your custody.
Multi-custodian connectivity
Overlay any custodian — your native rails, correspondent custody, or the outside accounts your advisors hold elsewhere — into one normalized data model.
Two operating modes
Integrated mode streams positions in real time; overlay mode pulls from external custody at the feed's cadence (typically T+1). We state the latency plainly.
Event-sourced ledger
Positions are derived from an immutable transaction stream; every state change emits a CloudEvent — a complete, replayable audit trail underneath both front ends.
How It Works
Custody stays. The front end arrives.
Connect your custody
Register a custodian connection per account. Interpose overlays positions and orders through the BaaS gateway — it never touches your custodian directly.
Choose your front ends
Turn on wealth management, self-directed, or both. Each is a set of REST endpoints, WebSocket streams, and white-label UI.
White-label everything
Theme the advisor portal, the client portal, and the self-directed app with your brand, colors, and domain. Statements carry your identity.
Go live in ~60 days
Sandbox mirrors production. A dedicated integration engineer runs the pilot with you — a branded white-label launch, not a multi-year build.
Why Partner
You own the customer. We power the front end.
Interpose Invest is a build-vs-buy shortcut and a revenue expansion at once. Commercial terms are structured per partner — rev-share, wholesale, or list — around your model.
Expand ARPU without expanding your roadmap
Managed accounts, direct indexing, and a polished investing app unlock advisory and platform fees on assets you already custody — as an integration, not a build.
Win the deals you lose today
Prospects who need portfolio management or a consumer investing app pick a competitor who bundles them. Bundle both front ends and keep those deals on your rails.
Deepen retention & stickiness
Advisory relationships and a daily-driver investing app move you from a swappable custody vendor to the platform the customer builds their business on.
Zero front-end headcount
No wealth-tech team, no consumer-app team. One integration and a partner success engineer replace a multi-year org build across two products.
You keep
Custody, execution, the balance sheet, and the customer relationship
We supply
The wealth-management and self-directed front ends, end to end
The customer sees
One product — yours — however they choose to invest
White-Label
Your brand, end to end.
Interpose runs as invisible infrastructure. Every surface your customer touches is yours — from the advisor dashboard to the sign-up screen to the quarterly statement.
Advisor Portal
Dashboards, models, rebalancing, billing — your brand and domain.
Client Portal
Holdings, performance, documents — advised and self-directed in one.
Self-Directed App
Consumer investing experience, fully themable to your identity.
Statements & Invoices
Client statements and AUM invoices carry your logo, not ours.
Built for Regulated Institutions
Infrastructure your compliance team can sign off on.
Interpose does not take custody and does not touch your balance sheet — you remain the broker-dealer or custodian of record. We supply the front-end software, wrapped in an event-sourced, auditable architecture.
Every position is derived from an immutable transaction ledger. Every state change emits a CloudEvent. Compliance rules — wash-sale, Reg-T, PDT, Reg SHO, OFAC — are executable policy checked synchronously, with machine-readable rejection codes.
Partner With Interpose
Become the front end for your customers.
We're onboarding a small number of brokerage and custody partners. You get a dedicated integration engineer, a white-label pilot, and input on the roadmap.
partnerships@interposehq.com · Typically responds within 24h