Enterprise Data Management
Your Data is a Key Strategic Asset
Albridge Enterprise Data Management helps financial organizations unlock the tremendous value that is often hidden or inaccessible within their data.
Albridge collects, consolidates and delivers client account information from hundreds of data sources, representing banking, brokerage, insurance, trust and 401(k) assets. From this, we deliver a single client view to the investment professional. Our solutions help redefine how data is uniformly managed and made accessible and useable across financial organizations.
- Increases visibility of funding sources, such as balances in bank accounts and money funds
- Enhances the accuracy and value of allocation programs by covering more assets
- Helps to identify other key relationships in clients' lives
- Enables fee-based advice covering more wallet share and multiple accounts
- Identifies cross-sell and service expansion opportunities that deepen client relationships
Solutions
Albridge Replicated Data
Access to a consolidated repository of transaction and position information from multiple back-office and legacy systems. You will realize savings from eliminating duplication of systems, data and processes.
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Albridge File Delivery
Retrieve data files directly from Albridge on a predefined schedule. Albridge partners have the flexibility to insert this data into their applications to increase usability of their proprietary systems.
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Industry Perspectives
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Enterprise-Wide Data Consolidation: The Foundation for True Wealth Management
By Thomas Sullivan, Director, Albridge
Albridge explores the need for financial organizations to focus on implementing enterprise-wide consolidated data management and client wealth reporting solutions to improve efficiency and accelerate business growth.
Patrick Yip
Director, Enterprise SolutionsContact Patrick
Learn more about our solutions and capabilities.
Resources
