CheckFree Partners With Northfield to Add Tax Component to
Wall Street & Technology (08/00) Vol. 110, No. 8 p.56; Basso, Peter

Check-Free Investment Services and Northfield Information Services have recently joined forces in adding a tax component to their software. The two companies are now enabling wrap account managers, who manage their portfolios with CheckFree's APL WRAP, to become even more tax efficient. Wrap account managers can plug account and portfolio data into the Northfield optimization software. Users can than receive tax-efficient trade recommendations they can upload into APL WRAP's order management system. Data from the system can be saved in databases such as Microsoft Excel.


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