Albridge Wealth Reporting™.
Ranked the number one portfolio management
system two years in a row by Financial Planning
magazine’s Technology Survey, Albridge delivers
a single view of all of your clients’ assets.
This web-based portfolio management platform
helps you achieve your most sought-after
outcomes: a more efficient workflow process,
exponentially higher client satisfaction and
increased business productivity. Albridge Wealth
Reporting enables you to:
Automate data entry to reduce time spent
preparing for client review meetings.
Consolidate client account data from hundreds
of diverse sources: proprietary feeds, banking,
brokerage, insurance, retirement, managed
accounts, alternatives and trusts.
Quickly produce and distribute consolidated
client performance reports that cover
performance, asset allocation, holdings,
transactions, benchmarking, cost basis and more.
Integrate client account data into the
applications they use every day. |
