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managed accounts services 

AFA offers a complete front-to-back offering for managed accounts, combining portfolio capture and position monitoring with middle and back office operations support. Through Visual Portfolio Manager, or VPM, AFA’s signature accounting platform, there is a single securities database for all portfolio transactions so that the obstacles inherent in multiple systems are eliminated.

The benefit to fund managers who act as Advisors to separately managed accounts (“SMAs”) for their clients is tremendous, with the transparency and detailed reporting provided by AFA allowing Investment Advisors to access all relevant data and statistics regarding their portfolio whilst ensuring their clients have all the necessary information they need regarding their investments with their Investment Advisors.