Data Consolidation & Data Quality

  • Print
  • Share

Albridge collects, consolidates and delivers client account information from hundreds of data sources, representing banking, brokerage, insurance, trust and 401(k) assets—providing a single client view to the investment professional.

  • Increases visibility of funding sources, such as balances in bank accounts and money funds
  • Enhances the accuracy and value of allocation programs by covering more assets
  • Helps to identify other key relationships in a client's life
  • Enables fee-based advice covering more wallet share and multiple accounts
  • Identifies cross-sell and service expansion opportunities that deepen client relationships

Data quality is at the core of our technology delivery. Albridge is leading the way in data quality.