Financial Services Knowledge Combined With Business Intelligence Expertise

Albridge’s heritage in delivering unmatched data accuracy and quality, combined with our in-depth knowledge of the financial services industry, enable us to offer an integrated suite of business intelligence solutions designed for financial organizations. Our comprehensive Business Intelligence suite is fully integrated, so deployment is quick and easy, without compromising functionality.

Albridge centralizes many types of data into one enterprise repository—realizing savings from eliminating needless duplication of systems, data and processes while protecting the security and integrity of data. Our Business Intelligence solution will help you unlock the value that is often hidden or inaccessible within data, including:

• Historical view of assets under management (AUM)—by product, asset class, fund company and investment professional
• Trends in asset flows and transactions to pinpoint opportunities
• Segmentation analysis to ensure the profiles of investment professionals and clients are aligned with your strategy
• Profitability of products, investment professionals and clients