APLSM from Fiserv 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. It is a proven, reliable investment management platform designed to process the high volumes of transactions inherent in the managed accounts industry.
Connectivity, scalability and functionality are the cornerstones of the APL platform, which enables fee-based program sponsors and investment professionals to manage all of their products using a single ASP-based solution.
Automation & Workflow
Investment managers utilize APL for back‑office portfolio management. APL automates many manual and redundant processes, which increases data integrity for your records and reporting.
Unmatched Connectivity
At Fiserv, we are continually building connectivity to automate your business. Each day Fiserv processes and maintains more than 2,500 interface files to major banks, broker/dealers, various back‑office systems and third party vendors.
Proven Scalability
APL, the most scalable platform in the industry, is designed to process the high volumes inherent to the managed account industry. On a daily basis Fiserv processes more than 3 million portfolios, opens hundreds of new accounts, and processes tens of thousands of trades for over 350 clients.
Reporting
APL offers hundreds of reports, including Management (overview), Regulatory, Client Statements, Householding and Web‑based delivery format.
Restriction Processing
With APL, managers are able to maintain restrictions on thousands of accounts simultaneously and efficiently.
> For more information on our products, 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.