Performance Reporting

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

Our perspectives on technology trends, compliance issues and practice management developments help you manage dynamic market fluctuations and capture opportunities.

  • Democratizing the Rate of Return: Real-Time Portfolio Performance and Risk Reports for All Investors Regardless of Account Type

    Case Study: Charles Schwab
    9/19/2011 - Given the market volatility over the past few years, more investors are demanding that their financial institution provide client reporting that answers the most basic question: "How am I doing?" With advancements in technology, Charles Schwab recognized an opportunity to bring to the masses a level of client reporting normally reserved for high-net-worth and ultra-high-net-worth investors. After evaluating the options to build, buy or partner, Charles Schwab decided to partner with Albridge, an affiliate of Pershing LLC, a BNY Mellon company, that has a proven record of accomplishment to generate on-demand portfolio performance and risk reports at the scale necessary for Charles Schwab's millions of investors.