SMA manager takes CheckFree’s APL

implementation | checkfree automates Manager’s trading, reporting

SAN FRANCISCO – Active Index Advisors, an investment manager focused on index-based, separately managed accounts, has signed with CheckFree Investment Services for the vendor’s APL portfolio management and accounting system.

The CheckFree APL product, designed specifically for separately managed accounts, will allow Active Index Advisors to automate its portfolio management and trading functions in addition to its performance and investor reporting.

According to Mark Adams, chief operating

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