Manage Branch Performance

Albridge Business Intelligence pulls and analyzes information from multi-custodial data sources to give front-line sales professionals valuable and actionable information that affects their success every day.

Executives and branch managers rely on Albridge to improve the success of each person, team, manager, office and region, including:

  • Set goals for each unit or advisor and track weekly, monthly and quarterly progress
  • Identify opportunities for increased coaching, skills development, time management, coaching and teamwork in the branch
  • Rank advisors and understand where to focus practice management efforts
  • Uncover new sources of profitability and arm your advisors with information to make them more productive
  • Automate compliance oversight by matching client suitability data against accounts and holdings
  • Set parameters for risk concentrations and areas identified as red flags by regulators