Checkfree Introduces Wrap Service for Individual Fund Tax Accounting


JERSEY CITY, N.J.--Checkfree Investment Services is beta testing a portfolio management solution for handling individual gain/loss accounting for taxable asset managers. The new service, called Checkfree APL Wrap, is available on a service bureau basis from Checkfree, a provider of remote processing services, and is currently being tested by ten money management firms.

"It’s basically a technology for mass customization," says Jamie Waller, senior vice president at Checkfree Investment Services.


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