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| Investment Manager - Separately Managed Accounts |
Connectivity, scalability and functionality are the cornerstones of the CheckFree Investment Services (CIS) offering. CheckFree APLSM 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. Unified Managed Accounts and Multi Strategy Portoflios 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. |
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| | APL - APL delivers functionality that meets the evolving demands of the investment industry, including Unified Managed Accounts, Mutual Fund Advisory Product, tax-aware investing, and GIPS® compliance support. More ··> |
| | Performance Reporting - The client reporting solution for CheckFree APL —FlexPack — provides investment managers with the ability to offer their clients a comprehensive and attractive quarter-end report. More ··> |
| | Reconciliation Manager - Reconciliation Manager from Fiserv is designed to improve risk management analysis and streamline the overall reconciliation process. More ··> |
| | Unified Managed Accounts - The functionality of Unified Managed Accounts from Fiserv allows a program sponsor to offer their clients a wide variety of investment options within a single, unified platform, and provides all the necessary tools for successful overlay management. More ··> |
| | Trading Tools - CheckFree EPL® Trading Solutions offer complete portfolio management capabilities that provide today’s investment managers with critical portfolio management, trading and administrative tools in an integrated environment. More ··> |
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| | | Contact Us | For more information, contact us at 800.437.2997 in North America, +44 (0) 845.013.1200 in Europe and +65 6533.9288 in Asia and Australasia, or Request More Information. More ··> |
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