Meet the Experts
As a leading provider of performance reporting solutions, the Albridge team offers the industry’s deepest experience in developing performance reporting technology and understanding of industry standards.
Expert In: Performance Reporting and Operations Management Latest Article:
The Dynamic Evolution of Business Planning for Advisors
The typical business planning cycle can take 10 to 20 hours per yearor more. What's the "ROI" for this time commitment? In truth, few advisors have an answer.
Expert In: Performance Reporting Latest Article:
Rethinking Advisory Productivity Through a Client's Eyes
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.
Expert In: Performance Reporting Latest Article:
The Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting
When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However, money-weighting may actually be the more appropriate way to accurately measure performance.
Discussing Risk With Investors: A Fresh Look
Understanding risk can be much easier for clients if you take them beyond the numbers.
Cash-Flow Adjusted Benchmarks for Client Performance Reporting
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.
Expert In: Performance Reporting, Enterprise Data Management, Business Intelligence, Compliance Management, Operations Management and Interoperability Latest Article:
Personalized Portfolio Reporting Leads to Wealth Management Success
With investors demanding more detailed and individualized portfolio information, Albridge has pioneered personalized rate-of-return reporting making it efficient, accurate and cost-effective.
Expert In: Enterprise Data Management, Performance Reporting and Interoperability Latest Article:
Real-time Portfolio Performance and Risk Reports for All Investors
To retain their "trusted" status, financial professionals must provide investors with complete informationor risk losing them. Demonstrate your value to clients by providing a personalized rate of return. Let Albridge show you how.
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