InvestCloud

$2.2 trillion assets on the APL platform

30 million accounts posting performance nightly

Widest Reach on the Most Trusted Network

Access the industry’s largest network, including 125+ leading asset managers and 60+ sponsors. Trade with confidence, thanks to decades-long relationships and APL’s exhaustive compliance process. Trust APL to evolve along with technology, markets, and regulatory and compliance requirements.

Seamless Automation

Support one-click trading with powerful exceptions management. Increase productivity of advisors and asset managers with intuitive dashboards for all their trading activities. Seamlessly connect disparate systems to automate complex back-office accounting and portfolio management tasks.

Industry Expertise

Rely on a solution with 30+ years of deep market expertise. Over decades-long partner relationships, APL has developed industry leading solutions.

Support for Complex Trading and Accounting

Access configurable models for planning, proposal generation, model management, trading, reporting and analytics. Leverage a single, secure and scalable model repository that supports SMAs, UMAs, RPMs, MFAs, RPAs, as well as all asset classes, fixed income, options and more.

The best advisors don’t react to change, they create it.

Elevating Client Experience: How personalization, automation and data unification are helping advisors put clients first