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.

• Standardizing the Interoperability Framework: Promoting Seamless Application Integration for Optimized Workflow

  By: Gregg Klein, Stephen Mennella and Blake Marshall-Attle, Albridge, an affiliate of Pershing, a BNY Mellon company
  5/16/2013 - The call for greater efficiencies in wealth reporting services is not new. Technological inadequacies and convoluted communications have hampered best efforts by advisors for years. Add clients' growing requirements for more personalized, real-time portfolio information and many wealth management firms are scrambling to deliver.

• Five Ideas for Improving Portfolio Performance

  By: Stephen Mennella, Vice President, Senior Business Architect, Albridge, an affiliate of Pershing, a BNY Mellon company
  1/11/2012 - Adjusting or refining a a advisor's process to take advantage of new tools adds up to more satisfied clients, who feel more in control of their progress toward wealth accumulation goals.

• Manage Your Business, Not Your Data

  By: Stephen Mennella, Vice President, Senior Business Architect, Albridge, an affiliate of Pershing, a BNY Mellon company
  1/9/2012 - Technology Tools for Today™ article. Albridge can help you optimize your sales efforts, manage clients and identify growth opportunities by providing customized solutions integrated into your firm's technology environments. Our unique approach involves applying best practices in financial services, technology and data management. The article is also available on www.technologytoolsfortoday.com.