The majority of the top 50 broker/dealers utilize CheckFree APL℠.

CheckFree Investment Services (CIS) enables the top financial institutions to increase their profitability by dramatically improving productivity and efficiency. We provide an end-to-end solution for the entire investment advisory process.

CIS provides service to every distribution channel for fee-based products:

• Wirehouses
• Clearing firms
• Outsourcing firms
• Trust companies
• Insurance companies
• Consulting firms
• Accounting firms
• Regional Brokerage firms
• Third-party providers
• Banks

CIS supports every fee-based product:

• Separate Account consultant programs – Programs in which typically unaffiliated asset managers invest assets in discretionary separate accounts.

• Proprietary consultant programs – Discretionary fee-based separate account assets managed by a brokerage firm’s internal asset management unit and gathered via its retail rep force.

• Rep as portfolio manager – Discretionary programs in which financial representatives act as money managers for their clients by taking full responsibility for selecting securities.

• Fee-based brokerage – Non-discretionary programs that offer clients a flat, asset-based fee for all trading activity, instead of a commission for individual trades.

• Multiple strategy portfolios (MSPs) – Programs in which separate account portfolios encompass multiple investment styles in a single account.

• Mutual Fund advisory programs – Programs designed to allocate investor’s assets across a wide range of mutual funds.

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