Performance Reporting

Albridge Wealth Reporting™ has been ranked four years in a row as the top resource for advisors in industry surveys1

Albridge offers scalable and reliable Web-based portfolio accounting and performance reporting solutions. We consolidate multi-custodial client account data from hundreds of sources so firms and advisors can analyze and report investor performance at the individual holding, asset class, account or household levels on demand—for any time period. Albridge provides:

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  • Personalized Rate-of-Return Calculations
  • Configurable Reporting Packages
  • Focus on Data Quality
  • Flexible Delivery

With Albridge, you can choose one or all of our performance reporting solutions. Or you can leverage our unmatched data consolidation and performance calculation methods to deliver performance data through your systems and reporting solutions.

1InvestmentNews' technology usage and satisfaction survey, 2013 and 2012; Financial Planning magazine's advisor surveys, 2011 and 2010


Albridge Wealth Reporting™

Provide your investment professionals and investors with online access to portfolio reports including performance.

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Albridge Quarterly Performance Reporting

Support your firm’s managed account programs with a flexible performance reporting system.

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Industry Perspectives

  • Responsive Technology: Why it Matters

    By Stephen Mennella, Vice President, Senior Business Architect, Albridge, an affiliate of Pershing, a BNY Mellon company

    Our new whitepaper looks at designing technology for the needs of advisors—and how responsive design can improve the advisor-client relationship anytime, anywhere. With increasing demands on advisors' time, effective technology solutions have never been more critical. This paper reviews the most important parameters to consider. 

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