printer friendly

News

Current2006200520042003200220012000

Securities America, Inc. Implements Albridge Technology for Enterprise Data Consolidation and Wealth Reporting

Lawrenceville, NJ — September 19, 2006 – Albridge Solutions Inc., a provider of enterprise data management (EDM), Web-based portfolio accounting and performance reporting solutions, announced that its EDM and wealth reporting technology has been implemented by Securities America, Inc. Albridge’s platform will serve as the client information database and wealth reporting technology behind Securities America’s WealthMonitor application that is accessed by the firm’s network of 1,800 financial advisors.

Albridge’s technology provides Securities America’s financial advisors with the ability to generate on demand, personalized performance reports on client accounts, and access to a consolidated view of their clients’ net worth. This places Securities America’s financial advisors among an elite group that can provide high-net-worth clients with an essential service—one consolidated performance report that includes of all of their assets and accounts, a key challenge highlighted in the 2006 Capgemini World Wealth Report.

“Access to Albridge’s technology provides Securities America advisors with access to a powerful tool for providing consolidated reporting on their clients’ accounts and ensuring that results align closely with a client’s financial plan,” said Securities America’s Dennis King, vice president – business development. “This is a capability that select few financial advisors across the industry can offer today.”

“Financial services firms like Securities America that address the need to provide clients with a consolidated view of their net worth are at the forefront of the industry,” said Jake Rohn, executive vice president, Albridge Solutions. “We look forward to delivering wealth reporting solutions that help Securities America’s financial advisors provide unsurpassed wealth management service to their clients.”

About Securities America
Based in Omaha, Nebraska, Securities America, Inc. is the nation’s sixth largest Independent Broker/Dealer based on total revenues in 2005 according to Financial Planning Magazine. More than 1,800 financial professionals nationwide with more than $36 billion in client assets under their supervision have affiliated with Securities America. Securities America Advisors, Inc. is an SEC-registered Investment Advisory firm with more than $10 billion in assets under management and administration that offers investment management, financial advice and financial planning through financial advisors. Securities America’s mission is to foster the success of financial professionals so they can provide quality, objective advice and services to their clients. Additional information is available at www.securitiesamerica.com.

About Albridge Solutions
Albridge Solutions provides enterprise data management (EDM), Web-based portfolio accounting and performance reporting solutions to more than 140 financial services firms representing $1 trillion in assets, more than 90,000 financial advisors and millions of investors. Using patent-pending technology, Albridge Solutions consolidates account information from hundreds of data sources encompassing thousands of product companies. Through Albridge Wealth Reporting, the firm’s Web-based portfolio accounting and performance reporting solution, this valuable customer data is readily accessible to leading financial institutions and advisors including investment management firms, insurance companies, banks, registered investment advisors, and independent, insurance and bank broker-dealers. Additional information is available at www.albridge.com.

Contact: Jason Beyersdorfer 609-806-0235

For More Information:

Address
Albridge Solutions
1009 Lenox Drive, Building 4
Lawrenceville, NJ 08648

Phone
(877) 252-9963

Email
info@albridge.com