APA's SMART Portfolio Solutions allows advisers to continuously report to their clients and convey to them their current position with regards to any facet of their investment portfolio.
This highly sophisticated reporting ability enables improved strategic, investment risk and technical advice at all levels.
The system has an array of portfolio management tools and calculators which are available for accounting, taxation and cash flow reporting. More than 100 standard reports are available, as well as customised reports for specific purposes.
As an integrated service, APA is able to report on a range of investments which many of our competitors are unable to. The following diagram compares the reporting capabilities of APA's platform with traditional platforms, illustrating APA's superior reporting and administration aptitude.
Some Standard APA Reports Currently Available Include:
Periodic Reports
Annual Reports