High Performance Starts With A Single Source of Data.
Albridge was built upon the notion that access to the most complete and accurate source of client information throughout a financial organization would improve workflow and collaborationdriving efficiency and improving performance. Our flexible, common framework for interoperability brings together diverse systems to help automate business processes throughout the organization. Both advisors and back-office functions can leverage their preferred business applications while using a single source of data.
By combining innovation, advanced technology, experience and service excellence, hundreds of financial organizations rely on Albridge to improve their ability to communicate and transact business effectively and efficiently.
Albridge has established preferred relationships with Applink providers to create a Virtual Network with more than 50 technology applications from CRM to sales practice monitoringeliminating the need for data and technology integration. Albridge’s Virtual Network provides access to the following solutions:
Our time-tested process for linking data across all critical third-party and proprietary applications including CRM, financial planning, research/analytics and proprietary systems. Rapid availability of data will result in better decision making and elimination of manual processes.
View held-away banking, brokerage, trust, 401k and pension assets.
AdvisoryWorld will save you time preparing for client reviews, generating custom proposals, creating comparative analytics, and storing documents in clients’ files for compliance reviews and future reference.
Analyze portfolios and prepare investment strategy reporting right from your desktop.
Access market data, news and intelligence gathering tools.
By Stephen Mennella, Vice President, Senior Business Architect, Albridge, an affiliate of Pershing, a BNY Mellon company
Adjusting or refining a a advisor's process to take advantage of new tools adds up to more satisfied clients, who feel more in control of their progress toward wealth accumulation goals.