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 demandfor any time period. Albridge provides:
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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.
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.
Albridge data reconciliation error rates are far below the industry average0.05% versus industry standard of 1% to 5%. Our data quality is backed by personalized services level agreements.
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.
1InvestmentNews' technology usage and satisfaction survey, 2013 and 2012; Financial Planning magazine's advisor surveys, 2011 and 2010
By Jeff Benfield, Vice President, Albridge, an affiliate of Pershing, a BNY Mellon company
The typical business planning cycle can take 10 to 20 hours per yearor more. What's the "ROI" for this time commitment? In truth, few advisors have an answer.