Data Aggregation

Are you satisfied managing only half of your client's assets? Held-Away Assets Can Be Brought Into Albridge Wealth Reporting to give you a complete picture of all of your clients' assets.

A recent survey of Consumer Finances found that the median affluent and mass affluent households consolidate less than half (42%) of their financial assets and liabilities with one financial institution. How can you advise your clients, implement their financial plans and guide them toward their financial goals if you only know half of the details? With Albridge Data Aggregation you have access to your clients' held-away assets.

What Is Albridge Data Aggregation?

Albridge Data Aggregation brings your clients' held-away assets into the Albridge Wealth Reporting application. Albridge Wealth Reporting is more than just a portfolio management and performance reporting solution because it manages your data collection and reconciliation as well. Albridge Data Aggregation vastly expands the data source landscape to nearly 10,000 financial websites. Benefits of data aggregation include:

• View excess cash balances in your clients' held-away banking accounts
• Determine your clients' true asset allocations including their held-away assets
• Learn how your clients' self-directed assets are performing against those you manage
• Find out who also competes for status as your clients' primary advisors
• Automated Reporting reduces or eliminates the need for administrative office help