The performance measurement and analytics for CheckFree APL can be used to prepare effective marketing materials, or to demonstrate management style and returns to clients and prospects.

• Calculate performance according to CFA Institute GIPS® standards
• View performance by:
  • Account
  • Composite
  • Sector
• Check composite reporting against broker-dealer derived performance numbers

FlexPack

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.

FlexPack provides you with:

• A powerful, economical, and flexible tool for producing graphical, performance, transaction, and client appraisal reports
• User-friendly Postscript reporting that handles high volume account processing with ease
• The ability to produce a different report style for each of your portfolio management objectives

Key Features of FlexPack include:

• Column Naming
• Optional Borders
• Report Sorting Order
• Multiple Sector Performance Tracking
• Header and Font Style Selections
• Logo Capabilities

Available Reports include:

• Market Evaluation
• Executive Summary
• Account Synopsis
• Time Weighted Performance
• Performance by Sector
• Equity Analysis
• Fixed Income Analysis
• Account Holdings
• Account Activity
• Realized Gains and Losses
• Growth Of A Dollar
• Fixed Income Analysis
• Portfolio Performance - Combo/Sub Account
• MSP Performance/Strategy

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