About APPS Portfolio Administration Service

The APP Securities Portfolio Administration Service takes care of all the administration and reporting tasks related to your portfolio. We provide an efficient, cost effective Portfolio Administration Solution for our clients. The offering provides a custodial service over your investment assets. Under The APP Securities Portfolio Administration Service, you have the peace of mind that all investments are retained in your name and you are assured to be kept abreast of all matters pertaining to your portfolio.

Key features include:

  • Regular investment performance, allocation, transaction and income reporting
  • Annual tax reporting
  • Administration, including paperwork, corporate action processing and data management
  • Secure 24/7 online access

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