|
|
| CheckFree APL |
| Connectivity, scalability and functionality are the cornerstones of the CheckFree Investment Services (CIS) offering. CheckFree APL℠ processes over one million accounts each day, and through ongoing development of our functionality, we continue to match industry growth.
CIS has led the way in operational support for the newest industry trends. MSPs have encountered unparalleled growth and CIS is the backbone of this product. The separate account industry continues to rely on CIS to be the leader behind industry technology. As just one of the many technology offerings CIS has brought to the marketplace to create efficiencies and reduce costs for our clients, CIS has created a Workflow for New Accounts. This tool dramatically streamlines and automates the new account opening process to create efficiency and reduce manual input and errors.
Many of the largest financial firms rely on CIS to support their suite of product offerings. Whether it’s a traditional separate account product, or if they are launching Rep-as-Manager or Mutual Fund Advisory (Mutual Fund Wrap) product lines within their offering, CIS can support any fee-based product.
CheckFree Investment Services is the leading source of portfolio management for the financial services industry. No other company offers such a sweeping array of tools for both front- and back-office operations.
Find out what CheckFree APL can do for you: |
| |
| |
|
|
| | | Fueling MSP Growth | Find out why MSPs have encountered unparalleled growth. More ··> |
| | | Training | Fiserv provides instructor-led, hands-on courses that are designed to expand client's APL product knowledge. More ··> |
| | | APL Support | Clients benefit from a variety of support services, from implementation services to a product support Web site. More ··> |
|
|
| |
©2010 Fiserv, Inc. or its affiliates. All rights reserved.
SMA Forum | Contact Us | Site Map | Privacy Policy
Home | About Us | Products & Services | News & Events | Training | Product Support | White Papers
|