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PRODUCTS

Today, in the investment industry, a firm's success is dependent on its ability to focus on critical issues and opportunities, while providing value to its clients. New challenges, increasing competition, government regulations and heightened service demands can distract firms from tending to their core businesses. To compete, you need the best systems, people and support possible to meet and exceed clients' needs and expectations.

Portfolio Management


For more than 20 years, CheckFree Investment Services has been the leader in portfolio management solutions.  CheckFree provides functionality that meets the evolving demands of the investment industry that include Unified Managed Accounts, GIPS® compliance support, tax-aware investing, complex instrument treatment and retirement investing.


CheckFree APL™
CheckFree APL, the most scalable platform in the industry, is designed to process the high volumes inherent to the separate account industry. Each day CheckFree APL processes over two million accounts, opens hundreds of new accounts, and processes tens of thousands of trades for over 350 clients. With CheckFree APL, fee-based program sponsors and asset managers can manage all of their products utilizing one ASP-based solution.

CheckFree CALIPER™
CheckFree CALIPER, a standalone investment performance engine and data warehouse for hundreds of thousands to millions of accounts, is designed for large brokerage and private client environments. CheckFree CALIPER takes advantage of advanced technology features that allow for the calculation of time-weighted and money-weighted rates of return for extreme volumes in a dramatically reduced amount of time.

CheckFree GIM™
In today’s globally focused investing environment, institutional asset management firms must be able to leverage fully-scalable and cost-effective systems to remain competitive.  In addition, they must be able to offer complete fixed income coverage and have the ability to support the trading and accounting of multi-currency clients and securities. To meet the needs of these firms, CheckFree offers GIM, a portfolio accounting software solution that enables them to grow their business cost effectively.

> For more information about CheckFree's Portfolio Management services, please visit the CheckFree Investment Services website.

Industry Events

  
IMPACT 2008
September 23-26, 2008
Georgia World Congress Center
Atlanta, GA
The 7th Annual Managed Account and UMA Summit
September 24-25, 2008
The Paris Hotel
Las Vegas, NV
More Events