Wealth Management Systems

Trusted history

With more than 34 years of experience, our firm has an in depth understanding of your investment manager needs, wealth management systems, and operational requirements.  We speak your "investment language".

APCO's buy-side order management system leverages your wealth manager's time by enabling them to manage hundreds of portfolios simultaneously while also employing departmental or client-specific constraints.  Departmental traders can block together orders from many wealth managers and trade electronically for best execution.  Because the system handles the complexities of trust accounts, APCO helps streamline the settlement process between the wealth management firm, the brokers, and both internal and external custodians.

Solutions for investment management firms

Empower your 
Investment
Professionals

Helping Your Managers be their most productive