Advisors


Spend Less Time Managing Client Data and More Time Building Relationships

With Albridge Wealth Reporting™, you can generate performance reports in multiple formats on demand—which leads to greater efficiency and productivity. The result is an exponentially higher level of client relationships and satisfaction, and an increased level of performance overall. Our platform allows you to:

  • Consolidate client account data from hundreds of diverse sources—proprietary, banking, brokerage, insurance, retirement, managed accounts, alternatives, trusts
  • Reduce preparation time for client review meetings
  • Run risk and return reports that display an analysis of rates of return and the elected risk measures for a selected time period(s) on a portfolio, account or manager level
  • Generate performance reports at the click of a button for any time period for any client or groups of clients
  • Implement a proven portfolio management system with a low cost of ownership faster
  • Improve service to clients by supporting broader, more holistic financial planning with a complete view of all of their assets  

Albridge alleviates the burdens of data management, allowing for more productive time due to a better workflow process. It is a platform that provides you with valuable tools that foster success, and provide clients with an invaluable service that forges better relationships.