CheckFree APL℠ is an indispensable tool for many of today’s top managers. Equipped with unrivaled features, CheckFree APL outscores the competition in three key areas:

• Connectivity – The most extensive in the industry
  By connecting investment managers to broker/dealers, custodians, the DTC and outside data sources, CheckFree APL enables you to reduce costs dramatically by automating time-consuming manual processes.

• Scalability – CheckFree APL grows with your business
  Whether your firm is well established or just getting into the business, CheckFree APL delivers robust functionality for processing hundreds or hundreds of thousands of accounts on a daily basis.

• Functionality – Industry-leading platform
  Utilize CheckFree APL’s unsurpassed functionality for decision-support analysis, drift reporting, compliance monitoring, gain/loss trade modeling and AIMR-compliant performance measurement capabilities.

Managers use CheckFree APL to support:

• Separately Management Accounts – CheckFree APL is the leading technology for separately managed accounts. It offers superior connectivity with broker/dealer programs.

• Multiple Strategy Portfolios (MSPs) – Trading and reconciliation discrepancies within a single account can be greatly reduced because CheckFree APL treats an MSP as a single account with sub-models that can all be managed by one firm. CheckFree APL’s tax lot accounting allows for performance tracking by strategy.

• Institutional Accounts – Leverage CheckFree APL for all of your portfolio management needs. CheckFree APL’s automation reduces exposure to risk by eliminating the need for redundant and manual processes.

• High Net Worth Accounts – Manage your individual high net worth portfolios using CheckFree APL. Monitor your portfolios individually or against a model, and rebalance as necessary.

> For more information on CheckFree APL, contact us at 201.332.2020 or Request More Information.