Based in Perth, Western Australia, APA Financial Services is a publicly listed company and a specialist provider of investment portfolio services that has no investor funds under its control.
APA provides advanced technology and support to financial planners, advisers and institutions. Developed by professionals within the financial sector, SMART Portfolio Solutions is a unique and sophisticated platform that is used in the administration, management and reporting of any type of investment portfolio.
The Internet provides advisers with 24 hour access to the platform. Advisers are able to instantly view and transact on a client's entire portfolio, manage their collective or individual value and analyse tax consequences, regardless of asset type or tax entity in which they are held.
The advantageous nature of SMART Portfolio Solutions has resulted in it being adopted by an increasing number of individuals and organisations within the financial industry. Its flexibility and technological benefits allow advisers to offer superior investment advice and portfolio management services to all investors.
APA stays ahead of current developments and trends within the Australian financial services market by continually investing in enhancements to the platform. These continued investments have resulted in the increased quality of our services.
APA's primary focus is to deliver a professional and superior portfolio administration service through:
SMART Portfolio Solutions operates in the following manner: