Web-Based Client-Reporting Pitched By Security APL To Its Service Bureau Users
PORTFOLIO SYSTEMS
SECURITY APL has released a new version of its service-bureau-based Portvue portfolio management and accounting system incorporating Internet-based client-reporting. The so-called APL Access, which has been in beta test at five sites since late 1995, allows money managers to deliver portfolio valuations to clients via the World Wide Web. Chicago-based investment advisory firm Trees Front Associates, which was a beta-tester for about a year, has been using the Portvue system with APL Access to
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