Interoperability

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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 collaboration—driving efficiency and improving performance. Our flexible, common framework for interoperability brings together diverse systems to help automate business processes throughout the organization. Both investment professionals 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 monitoring—eliminating the need for data and technology integration. Albridge’s Virtual Network provides access to the following solutions:

Solutions

Albridge Applink

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.

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Albridge Data Aggregation

View held-away banking, brokerage, trust, 401k and pension assets.

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AdvisoryWorld

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.

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Albridge Wealth Desktop

Analyze portfolios and prepare investment strategy reporting right from your desktop.

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Albridge Market Information

Access market data, news and intelligence gathering tools.

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Industry Perspectives

  • The Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting

    By Trevor Davies, Senior Business Analyst, Albridge
    David Spaulding, President, The Spaulding Group

    When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However, money-weighting may actually be the more appropriate way to accurately measure performance.

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