Reduce costs and enhance broker/client communications.
APL Navigator eliminates database and production costs by allowing real-time Web access. Brokers are now able to analyze a full range of reports and provide service for the client with on-screen data, providing access to virtually any Fiserv APL report over the Web, from any location, and on-the-fly. The APL Navigator on-demand system grows as the business grows, taking on any number of users and delivering information from an unlimited array of portfolio accounts.
Features and Benefits:
- Web-based immediate access to analyze and communicate:
- account lists
- asset allocations
- holdings
- transactions
- schedule of realized gains/loss
- daily performance, and numerous other reports
- Real-time portfolio data delivered to any website
- Performance data that refreshes on demand
- Ability to post and archive quarterly statements
- Reports and Downloads can easily be created on the fly
- Web sites customization to a client's exact specifications
- Ability to view any available Fiserv APL report
- High quality, print-ready reports
- Flexible pay-as-you-go or flat-fee billing options
- Scalability for long term use
- Reduces or Eliminates:
- need for help desk assistance since data is available online
- need for an intermediate database, reducing additional reconciliation
- mailing/fulfillment costs
- paper and production costs
Technical Overview:
Uses today's most sophisticated, standard Web technology:- Web Services
- Standard SOAP based protocol
- HTTPS
- Pre-formatted PDF reports, HTML screens or XML messages
- Separately Managed Portfolios
- High Net Worth Portfolios
- Secure transmission of data using Secure Socket Layer (SSL)