Data Interoperability
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 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 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
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Standardizing the Interoperability Framework: Promoting Seamless Application Integration for Optimized Workflow
By Gregg Klein, Stephen Mennella and Blake Marshall-Attle, Albridge, an affiliate of Pershing, a BNY Mellon company
The call for greater efficiencies in wealth reporting services is not new. Technological inadequacies and convoluted communications have hampered best efforts by advisors for years. Add clients' growing requirements for more personalized, real-time portfolio information and many wealth management firms are scrambling to deliver.
Stephen Mennella
Vice President, Senior Business Architect
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©2013 Albridge Solutions, Inc. Albridge Solutions, Inc. is an affiliate of Pershing LLC. Albridge Analytics is a division of Albridge Solutions, Inc. Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Trademark(s) belong to their respective owners. Use of this site indicates you read our Privacy Policy. Site Map.
