White Papers

Albridge is pleased to present the latest research and findings from the financial industry. To access a white paper, please click on the .pdf icon to the left of the title of the white paper.

Advisors Reach New Heights With True Wealth Management Platforms

According to the 2006 10th Anniversary World Wealth Report from Capgemini and Merrill Lynch, “providing portfolio performance reporting that would allow a client to view consolidated performance” is a significant obstacle—and opportunity—facing financial institutions and their advisors. This paper explores the fundamental components of a true wealth management platform, the importance of data quality and a case study on a top 10 brokerage firm that implemented a wealth management platform.

Enterprise-Wide Data Consolidation

In the past decade, the financial services industry has undergone a major transformation, with the industry continuing to consolidate and competition intensifying. Simultaneously, the shift from transaction-based to fee-based business models is accelerating and the role of regulatory agencies is evolving from one of basic oversight and guidance to one of proactive enforcement. This paper explores the need of financial institutions and investment professionals to focus on implementing enterprise-wide consolidated data management and client wealth reporting solutions to address these trends.

Unified Managed Households: Wealth Management Technologies Turn the Promise of UMH into Reality

Enterprise wealth reporting technologies are turning the concept of a Unified Managed Household into reality, enabling financial advisors to transform into true wealth managers by providing access to a holistic view of their clients’ assets. This capability enables them to proactively manage their portfolios and generate a suite of valuable client reports with personalized rates of return. This paper studies the benefits wealth reporting technology provides and includes a 12-month ROI analysis of assets under management growth.