Industry Perspectives
Discussing Risk With Investors: A Fresh Look
Understanding risk can be much easier for clients if you take them beyond the numbers.
Featured Solution
Albridge Management Reports
Albridge Management Reports offers insights into your firm’s sales activities and holdings by leveraging pre-defined reports tailored to the needs of executives, regional sales directors and branch managers.
Albridge Document Management
Albridge Document Management stores vast quantities of Web-accessible e-documents in easily searchable formats, a few keystrokes away. Incoming paper documents can be scanned locally, quickly and easily. We also help clients manage the conversion of paper files to e-documents.
Albridge Applink
Albridge believes interoperability is rapidly becoming a hallmark of high-performance financial firms. Applink provides a single sign-on interface and integrates all investment professional-facing applications. Through the interoperable portal, investment professionals and staff members who support them can access client data and a variety of applications—including more than 50 third-party programs.
Albridge Wealth Reporting
A Web-based portfolio management system integrating portfolio accounting and performance reporting to deliver an accurate, single view of investor assets.
- Evaluates holdings, performance, tax data
- Tracks portfolio performance on-demand, with a choice of return calculations
- Integrates client data with third-party software
Albridge Replicated Data
Albridge delivers a consolidated repository of transaction and position information from multiple back-office and legacy systems. You will realize savings from eliminating needless duplication of systems, data and processes. This holistic data set allows for integration into a variety of applications and enterprise data management solutions.
Albridge Data Warehouse
Albridge Data Warehouse is a turnkey solution that is preloaded with Albridge data, custom data and pre-defined business intelligence reports. Albridge enables you to extract, transform and load data into a versatile data warehouse design in a fraction of the time. Our solution drives predictive analytics, "what if" analysis and truly actionable reporting—from front to back office.
Albridge Sales Practice Monitoring
Albridge Sales Practice Monitoring draws from multi-custodial data across diverse systems for easier exception recognition, follow up, resolution, documentation and, ultimately, reporting through our partnership with Actimize.
Albridge Quarterly Performance Reporting
Albridge Quarterly Performance Reporting provides access to a comprehensive performance reporting package—meeting your firm's needs for customized report formats, content and calculation methods. It supports value-added services such as asset allocation, portfolio rebalancing and loss harvesting.
Albridge Data Aggregation
To guide your clients toward their ultimate financial goals, you need a complete picture of their assets. Albridge Data Aggregation, powered by CashEdge, affords a 360-degree view of each client’s entire portfolio, including assets held-away. Armed with this information, you can sharpen financial strategies and build stronger client relationships.
Albridge Wealth Desktop
Analyze model portfolios and create client proposals leveraging Zacks Investment Research and Lipper data.
Albridge Market Information
Access market data, news and intelligence gathering tools directly from Albridge Wealth Reporting™.
News
Pershing Research Finds Investors Lacking Critical Information About Their Financial Well-Being
Events
Albridge Quarterly Update - July 2013
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