Designed by financial professionals, our services are recommended by industry members who are attracted to the system's flexible reporting and transaction tools. These tools allow them to:
A popular feature of SMART Portfolio Solutions is APA's integration with major financial planning software, including BGL, XPLAN and Coin. The daily loading or extraction of data from one platform to the other not only saves time but ensures that accounts are up to date.
APA's services are suitable for both small and large accounts, and enable extensive customisation which is vital in allowing every client to receive a personalised service.
The diagram below illustrates how APA's services compare with the features and positioning of traditional platforms.
Benefits of APA's Services to Licensed Securities Dealers/Advisers
APA's system provides an array of outstanding benefits to those utilising the system. These benefits include: