Industry Perspectives


Albridge has extensive experience working with leading financial organizations supporting diverse business models.

Combining our perspectives on technology trends, compliance issues and practice management developments we have collaborated with industry experts to deliver thought leadership and industry studies to help you navigate critical business issues.

  • Unlocking Performance Reporting Standards

    By: Trevor Davies, Albridge, an affiliate of Pershing, a BNY Mellon company
    5/12/2014 - In life and in technology, we often use a "workaround" to solve a problem--even when a better solution exists. Take performance reporting, for example. Relying on stored performance for securities, as many firms do, can be effective for time-weighted performance; less so for money-weighted performance. Albridge Wealth Reporting produces more accurate results through calculating "just in time" performance at run time from positions, transactions and prices. Improvements continue, especially for larger portfolios. Read more to find out how Albridge Wealth Reporting sets a new standard for the industry.

  • Using Technology to Expand Your Practice

    By: Marissa Madiara, Albridge, an affiliate of Pershing, a BNY Mellon company
    2/11/2014 - Advisors are looking for technology to differentiate themselves. They also want to make their practices, and their lives, more efficient. Albridge Wealth Reporting™ (AWR - a Web-based solution) consolidates client account data from hundreds of diverse sources, giving an advisor the ability to access important client information instantly--from anywhere, at anytime.

  • Cash-Flow Adjusted Benchmarks for Client Performance Reporting

    By: Trevor Davies, Albridge, an affiliate of Pershing, a BNY Mellon company
    5/22/2013 - Benchmarks typically benefit investors by showing the return a portfolio would have achieved as compared to another portfolio. Used improperly, however, benchmarks could suggest the portfolio manager is far worse or better than he or she actually is.

  • Discussing Risk With Investors: A Fresh Look

    By: Trevor Davies, Vice President, Product Manager, Albridge, an affiliate of Pershing, a BNY Mellon company
    12/3/2012 - Understanding risk can be much easier for clients if you take them beyond the numbers.

  • Effective Sales Supervision and Compliance

    By: David McClellan, Director, Technology, Albridge, an affiliate of Pershing, a BNY Mellon company
    8/30/2012 - Broker-dealers face an increasingly challenging regulatory environment. Learn why Albridge Sales Practice Monitoring may be the best solution to address your firm's supervisory needs.

  • The Dynamic Evolution of Business Planning for Advisors

    By: Trevor Davies, Vice President, Product Manager, Albridge, an affiliate of Pershing, a BNY Mellon company
    1/10/2012 - The typical business planning cycle can take 10 to 20 hours per year—or more. What's the "ROI" for this time commitment? In truth, few advisors have an answer.

  • Rethinking Advisory Productivity Through a Client's Eyes

    By: Paul Camuto, Vice President, Product Manager, Albridge, an affiliate of Pershing, a BNY Mellon company
    1/10/2012 - What does productivity mean to your clients? What level of detail, overview or explanation do they need to maximize their hour of quality time with you? To know what they want, you have to ask.

  • Client Satisfaction Is Measurable and Can Make a Bottom-Line Difference

    By: Rob Costantino, Vice President, Senior Business Architect , Albridge, an affiliate of Pershing, a BNY Mellon company
    1/9/2012 - One of the most important business planning goals for advisors achieving a measurable increase in client satisfaction. Learn how client satisfaction drives bottom-line results and steps for achieving higher satisfaction scores, including implementing a client survey.