The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Placemark Partners to Boost Key Program Not Rated 4.0 Email Routing List Email & Route  Print Print
Monday, March 31, 2003

Placemark Partners to Boost Key Program

by: Ki Kim

CheckFree Investment Services has finished integrating its multiple strategy portfolio (MSP) functionality with Placemark Investments' TOTAL Overlay Portfolio Management Services program.

CheckFree Investment Services provides outsourced trading and portfolio management services to broker-dealers and money managers in separately managed accounts (SMA). Placemark Investments is an investment management and technology firm dedicated to delivering customized, tax optimized separate account solutions to advisors and their clients.

Placemark works with program sponsors to create and run personalized, tax managed separate account and multi-style portfolio products. Sponsors select the money managers who work with Placemark and chose the style and asset class diversification of each MSP. Placemark integrates the input of multiple investment managers with a specific client tax profile to arrive at a customized and tax efficient solution.

Placemark's services allow program sponsors to use CheckFree APL's MSP functionality for current custodial and trading relationships, accounting systems, and client servicing infrastructure.

"CheckFree's MSP functionality and STP interfaces to multiple trading desks and custodians, gives Placemark the ability to offer an innovative and compelling financial product in a seamless and efficient manner," said Alex Marasco, CheckFree Investment Services executive vice president and general manager. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use