Registered Investment Advisors
Wealth Management Is Your Business. Our Business Is to Support It.
It is critical for registered investment advisors to focus most of their resources on their clients rather than operational items. Albridge delivers front and back office solutions, enabling you to deliver a wealth management experience by leveraging Albridge’s data management, performance reporting and operational solutions.
- Report on client assets aggregated from banking, brokerage, insurance, trusts, managed accounts and alternative investments and also includes data gathered from nearly 10,000 financial websites
- Deliver high-quality client account data based on a proven reconciliation process
- Web-based application allows access to the information 24/7, creating anytime, anywhere access for your clients