Without Apperate

Wealth management clients expect real-time data experiences, with ability to create custom alerts and enrich data. But this presents a few problems for you. It requires:

  • Low latency to detect and respond to events promptly.
  • Ability to process complex events across multiple data streams at once, with a mechanism for users to define their own custom alerts.
  • An easy way to enrich data as part of event processing.
Apperate translates raw blockchain into a human readable format.

event_type: transfer

to_address: 0xaD015836307B15792b45c5355E96B62E614180bF

smart_contract: USDT (Tether)

value: 200000000

With Apperate

Apperate enables both a no-code and an API-based solution to this problem, allowing you to:

  • Process massive amounts of real-time data with low latency and high throughput.
  • Write rules across multiple data streams, unifying results into a single alert.
  • Easily enrich alert results with financial data from IEX Cloud and with data from your private sources.

Wealth Management Use Cases

Combine IEX Cloud financial and your data, take action on events, alert on changes.

Real-time Market and Portfolio Monitoring

Get instantaneous updates on market movements, client portfolio balances, and relevant news. Take action as needed.  Be prepared before your client calls you.

Promptly address potential risks or rebalance portfolios to protect and optimize client wealth.

Customer-defined Alerts

Give customers the capability to setup and define their own alerts, with rules across their own portfolio data and market data.

Algorithmic Trading and Execution

Enable algorithmic trading strategies that respond to market events in real-time. Monitor market data streams, execute trades based on predefined rules and algorithms, and adjust trading strategies dynamically as new events occur.

Apperate Features


Readily generate API endpoints out of your MySQL db to deliver transformed data right into your application.


Track token events on Ethereum blockchain, such as creating real-time alerts on holder/wallet transfers, and/or react to smart contract executions.

Coinbase (Beta)

Connect to the Coinbase trading platform and get real-time alerts on crypto price changes.

AWS S3 Bucket

Connect Apperate to your AWS S3 bucket.


Bring data from a URL into Apperate.


Drag your CSV, JSON, or JSONL file onto the Apperate console and drop it in.

Apperate Record from JSON

Write data from your application into Apperate with Apperate.record().

Event Processing

Build event-driven applications with serverless event processing that helps you filter, transform, and route data at scale.

Real-Time Data Store

Purpose built real-time data store with time-series and SQL support to power your event-driven applications.

Connect to Any Data Source

Easily connect to any data source using prebuilt data connectors or REST API so you can track change events and trigger alerts.

API Gateway

Easily turn real-time data into secure, fast APIs to accelerate application development.

IEX Cloud Data Bundles

The data you need to run your financial applications, pre-loaded and available for purchase. Use IEX Cloud financial data for event processing – on it’s own or in combination with your data.