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

  • Unlocking Performance Reporting Standards

    By Trevor Davies, Albridge, an affiliate of Pershing, a BNY Mellon company

    In life and in technology, we often use a "workaround" to solve a problem--even when a better solution exists. Take performance reporting, for example. Relying on stored performance for securities, as many firms do, can be effective for time-weighted performance; less so for money-weighted performance. Albridge Wealth Reporting produces more accurate results through calculating "just in time" performance at run time from positions, transactions and prices. Improvements continue, especially for larger portfolios. Read more to find out how Albridge Wealth Reporting sets a new standard for the industry.

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