Be More Efficient with Less Errors

APLConnect puts an end to unnecessary expenditures and costly errors when too many people enter too much data in too many systems. Now, you can link and integrate all of the APL information you need - seamlessly, accurately, and in real time. Money management and broker/dealer firms that use FiservAPLTM for portfolio accounting can now use APLConnect to send thrid-party data directly to your APL system. And, since you don't ever have to double-key again, you'll be more efficient, more accurate, with fewer dedicated resources.

Features and Benefits:

  • Ability to link third-party to the FiservAPLTM accounting system for:
    • Work-flow
    • Billing
    • Trading
    • CRM
  • Real-time access to and from FiservAPLTM production servers
  • Access to real-time FiservAPLTM trading systems
  • Elimination of double data entry
  • Reduction in costly trading errors
  • Reduction in personnel
  • Real-time synchronous request/response message pairs

Technical Overview:

  • Web service interface to APL
  • Uses today's most sophisticated, standard Web technology:
    • Web services
    • tandard SOAP-based protocol
    • HTTPS
  • Uses SOAP calls to provide access to:
    • portfolio holdings (position and tax lots)
    • transactions
    • gain/loss
    • performance data sets
  • Defined XML schemas
  • Provides a simple, but powerful API for retrieving portfolio accounting data as XML documents
  • Ability to access PDF reports
  • Manage users' access via database-level services from APL Navigator:
    • Handle requests such as authenticating users
    • Check users' account access permissions


  • APLConnect operates using standard SSL over HTTP (HTTPS) to protect data in transmission
  • BASIC-AUTH protects access to the APL SOAP service. Access may be obtained with the BASIC-AUTH configuration found here