Ranked Number One in Financial Planning’s Technology Survey Two Years in a Row¹

Albridge offers a 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 investment professionals 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

  Firms and investment professionals can select from three rates of return calculations: daily time-weighted return (DTWR), internal rate of return (IRR) and Modified Dietz.

• Configurable Reporting Packages

  Albridge offers one of the most flexible performance packages in the industry. Our reports can be private labeled to align with your firm’s program and configured to display allocation, holdings, benchmark comparisons, cost basis, risk and more.

• Focus on Data Quality

  Albridge data reconciliation error rates are far below the industry average—0.05% versus industry standard of 1% to 5%. Our data quality is backed by personalized services level agreements.

• Flexible Delivery

  We understand that one-size-fits-all will not work to meet the requirements of today's multifaceted financial services providers.

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.

“If I had to jump out of an airplane into a strange city and set up a business from scratch, Albridge would be second on my list of necessities right behind the parachute. Over the years Albridge has become vital to me, my administrative staff and my clients. There is no doubt that it helps to build business, but it is also an administrative cost savings device.” —Robert Toy McLaughlin, CFP Inverness Asset Management, Investors Capital

¹ Source: Financial Planning magazine's Technology Survey, 2011 and 2010