Managed Account Program

The Albridge Managed Account Platform provides financial institutions and portfolio managers with the technologies and services necessary to more efficiently and effectively operate their existing managed account programs while at the same time providing the open architecture needed to expand those programs to include what many consider the future of managed money, the Unified Managed Household. The Albridge Managed Account Platform provides the data management infrastructure required to consolidate and aggregate all of the accounts associated with a particular household and makes them viewable to wealth managers via the Albridge Wealth Reporting application. Armed with a complete view of the household wealth managers can leverage additional technologies such as overlay to tailor each account to meet the unique needs of their customers in a highly scalable fashion.

Benefits

• Provides firms with the technology and service to run their managed account programs in-house at a lower cost and with greater flexibility than traditional 3^rd party TAMPs.
• Enables firms to customize accounts based on each individuals' profile and needs, including buy/sell restrictions, style/sector/market cap constraints, tax budgeting, and tax transition options
• Offers daily rebalancing and trading analysis providing trade recommendations which are pre-trade compliant
• Allows the ability to set up and utilize an unlimited number of models, both proprietary and non-proprietary
• Supports tax loss harvesting by identifying specific tax lots across all accounts