ABOUT US

The Separately Managed Accounts Forum (SMAForum), formerly known as the Kings of Wrap, was created out of the need to share best practices, educate the money management and brokerage industries and expand the dialogue on SMA’s. CheckFree Investment Services (CIS) launched the www.SMAForum.com Web site to compile information on the separately managed accounts industry and to become a resource to industry participants and newcomers. The target audience for www.SMAForum.com is any investment professional who is interested in learning about the industry from the perspective of the front, middle and back office.

The CheckFree® APL™ platform was the first system developed to handle separately managed accounts, and for over 20 years CIS has serviced and partnered with virtually every firm that participates in the industry. Today, CIS is the leading source for portfolio accounting in the financial services industry. 

Separate account managers and program sponsors that use the CheckFree® APL™ system can dramatically streamline and automate their operations, trading and reporting to effectively grow their business.

Clients of CheckFree Investment Services manage over 2 million portfolios totaling over $1trillion in assets.  Based in Jersey City, NJ, CIS maintains offices nationwide with a staff of more than 400 professionals.