Albridge Management Reports
Albridge helps financial organizations and its advisors optimize selling efforts, manage clients, identify growth opportunities and enhance practice management.
We offer a suite of practice management reports tailored to the needs of distribution executives/regional sales directors, branch managers and advisors.
- Advisor Reports: A range of client reports to help gain insight into client potential, business performance and overall productivity
- Branch Management Reports: Reports to help managers better coach their teams by providing detailed insight into each investment professional's performance
Distribution Management Reports: Distribution executives and regional sales directors can view asset management trends, score cards and mapping at the advisor, firm and business segment level using reports powered by Albridge Analytics, a division of Albridge. Insights benefit every level of the distribution teamfrom sales management and key accounts, to marketing, product development and sales representatives