Albridge Wealth Desktop
Wealth Desktop facilitates the development and presentation of investment analyses for clients and prospects.
It provides robust, easy-to-understand graphic representations of complex analyses alongside intuitive navigation and administrative functionality. Now you can easily present reports and scenarios and efficiently discuss an array of investment strategies.
Fully integrated into Albridge Wealth Reporting™, Wealth Desktop is backed by the same institutional-quality Lipper and Zacks Investment Research data used by the leading firms in the financial services industry.
- Analyze model portfolios and securities
- Spend more time with clients and less time preparing client proposals
- Produce professional, personalized investment proposals quickly and easily
- Efficiently compare hypothetical historical performance of one or several portfolios or securities
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