Solution introduction

Streamline & grow diversified portfolios on the same platform

Diversification can be a lever to portfolio growth and a buffer against market volatility. Yet most portfolio management platforms can’t support the multitude of asset types that captivate investors. According to PwC, alternative asset classes are projected to double in 2025

The InvestCloud APL platform was built for times like these.

  • Significantly expand your business with increased distribution for asset managers
  • Accelerate the growth of managed accounts by expanding your investment product offering
  • Eliminate the swivel chair and mitigate risk from fragmented systems
  • Increase connectivity and technical simplicity

APL and APL10: Building on a legacy. Leading in a modern world.
For more than three decades, the APL platform has remained without an equal for portfolio management, accounting, and trading capabilities. It’s also the largest global network of trading partners in the market: serving 150+ leading asset managers and 90+ sponsors and custodians representing US$3.2 trillion in assets under management. 

APL was born from a need for speed, accuracy, and flexibility in managed account operations. We broke through the technical complexity. Connected front, middle, and back office systems to allow a seamless flow of data and processes. Built a single, secure, and scalable model repository to support distribution, trading, and reporting for multi-vehicle/multi-asset accounts, UMAs, and more. 

Investment in APL continues to this day
Dynamics of the market have inspired us to develop our next-generation APL10 platform — incorporating features to elevate user experiences and business efficiency. We designed a modern, human-centered UI/UX, and innovated in a couple of key areas:

Single portfolio strategy
Cracked the code on alternative investments with our first-of-its-kind Private Markets Account™. PMA is a sleeve within a managed account that allows investors to combine both private and public investment strategies into a single portfolio. 

Empower growth
Added new capabilities to empower growth in managed account programs. Features such as event-based management, automated trade generation, and enhanced platform integrations allow APL clients to quickly act on opportunities. 

 

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