Professional Services

Albridge Professional Services is committed to working with clients to build business and technology solutions that address the specific needs of their market.

Our goal is to build solutions that can be integrated within Albridge Wealth Reporting™ with quality and timeliness. The dedicated team of technology experts in Professional Services can help clients differentiate themselves from the competition by helping them deliver solutions faster and more economically.

Through our teams of business and data analysts, project managers and development resources, we have been successful in providing custom solutions, including:

  • New reports
  • Business logic changes
  • Single sign-on (SSO) 
  • Web services calls and other business process integration
  • Branding changes
  • Data interfaces

Some of the standard services provided by Albridge Professional Services include:

  • Client implementations
  • Enterprise- and advisor-level data conversions
  • History merges
  • Scripts tailored to modify data on a one-time basis

Case Study