• December 2013

    Albridge has achieved the Contact Center Employer of Choice certification award by CCEOC Inc. for the fifth year in a row. We remain dedicated to our employees and believe that this, in turn, allows our Client Services group to focus on creating a "positive service experience for our clients," according to Tom Kelly, Vice President of Client Services at Albridge. "Through the CCEOC analysis and review, we gained tremendous insight into the motivators that drive employee satisfaction." The full news item from is available here.

    Financial Planning

    Albridge Ranked at the Top in Financial Planning Magazine Survey
    The Albridge Wealth Reporting platform is a primary choice for advisors' portfolio management needs according to the 2013 Financial Planning Tech Survey. More than 1,100 advisors responded to the Financial Planning questionnaire. They indicated that Albridge is at the top of the rankings, among 23 listed products, in the portfolio management category.1 You can read the full article here. Note: You are required to log on to view the article. (December 1, 2013)


    Albridge Ranked Number One for Account Aggregation and Number Three for Portfolio Management
    Albridge Wealth Reporting™ again achieved top honors in InvestmentNews' survey of technology usage and satisfaction in 2013. Albridge ranked number one in account aggregation and number three in portfolio management in the study, which surveyed more than 1,300 advisors.

    This is the third year in a row that Albridge has emerged as the top resource for advisors in industry surveys. Albridge ranked as the number one portfolio management system in the 2012 technology trends survey by InvestmentNews and in 2011 and 2010 advisor surveys by Financial Planning magazine.

  • September 2012


    Albridge Scores Top Honors in InvestmentNews Technology Survey
    Albridge Wealth Reporting™ was named the number one portfolio management software in the 2012 Technology Trends survey by InvestmentNews. InvestmentNews is a publication catering to financial advisors and other financial services industry professionals. It conducts a technology trends survey each year to identify the top software tools used by financial advisors.

  • December 2011

    Financial Planning

    Albridge Ranked Number One in 2011 Financial Planning Magazine Survey
    We are pleased to announce that Albridge has been ranked as number one in two categories within the 2011 Financial Planning magazine survey of advisors. In its annual survey, Financial Planning asked 3,200 advisors which hardware, software and advisory platforms they prefer.

    Portfolio Management and Account Aggregation Software
    Twenty-eight percent of survey respondents use Albridge portfolio management software as their application of choice. This is the second year in a row that Albridge has ranked number one in this category. Additionally, 45 percent of survey respondents use our account aggregation software. In its analysis, Financial Planning cites that Albridge is "a popular, successful provider of consolidated reports and portfolio management reporting to independent broker-dealers and, to a lesser extent, to independent RIAs."

    We are excited that this survey helps identify Albridge solutions and software as a top choice for advisors. Click here for the full survey results.

    Contact Center - Employer of Choice

    Albridge Named Gold Contact Center Employer of Choice® —CCEOC Inc. has recognized Albridge as its Gold Contact Center Employer of Choice®. We are excited that our Client Services and Support Contact Center achieved gold-level certification for the third year in a row. The award names Albridge an industry leader and top employer. CCEOC Inc. measures certification with key performance metrics including service level; quality; employee and client satisfaction; and attributes including work/life balance, corporate development, and training and development.

  • April 2011

    Albridge Earns Re-Certification Under the Prestigious Service Capability and Performance (SCP) Standards
    Albridge announced today that it has achieved re-certification under the prestigious Service Capability & Performance (SCP) Standards. Albridge's re-certification under the SCP Support Standard follows an extensive audit of its Lawrenceville, N.J., client support center. The SCP Standards define a stringent set of performance criteria and represent best practices in the industry.

  • December 2010

    Financial Planning

    Albridge Ranked Number One in Portfolio Management in Financial Planning's 2010 Technology Survey
    Albridge Solutions, Inc., was ranked number one in portfolio management in the fourth annual technology survey of Financial Planning magazine. Albridge Wealth Reporting garnered top honors in the survey for its portfolio management system that aggregates client account data from hundreds of disparate sources, including proprietary, banking, brokerage, insurance, retirement, alternatives and trusts, and integrates portfolio accounting and performance reporting.

    Contact Center - Employer of Choice

    Albridge Awarded GOLD Level Contact Center Employer of Choice® Certification in 2010
    Albridge Solutions, Inc. has been recognized as a Gold Contact Center Employer of Choice®. As a Contact Center Employer of Choice, Albridge is recognized as an industry leader and one of the best contact centers to work for in North America. Through the programs’ in-depth reporting and analysis, management is provided with a clear understanding of key employee motivation, satisfaction drivers and opportunities for continuous improvement. The Contact Center Employer of Choice® award is the industry standard for developing and branding people-centric contact centers. The program helps contact centers improve their ability to attract, retain and engage top talent.

  • 2009

    2009 Winner for Best Contact Center (Small) and Best Technology Innovation at the Top Ranking Performers Awards

  • 2008

    2008 Winner of Best in Class Call Center (under 50 agents) at the IQPC Call Center Excellence Awards

    Center of Excellence Designation From Purdue University