Consolidated Reporting

Wealth Reporting and Insights

Wealth Reporting and Insights is an award-winning*, innovative solution that allows advisors to present a complete, holistic view of client assets—even those held away.

consolidated reporting

Wealth Reporting and Insights aggregates data from hundreds of sources to provide a consolidated view of assets.

Through an easy-to-use dashboard interface, advisors can access household, account and security level performance information on demand, for any time period. They also can view benchmarks, holdings and allocations. The PDF Capture function helps firms to meet compliance and regulatory guidelines. Advisors also have access to a number of design tools to efficiently build impactful and personalized reports tailored to their clients.

TSG Certified Software

Wealth Reporting and Insights was designated as Certified Software by The Spaulding Group in January 2020^

This Award-winning* Solution Helps Advisors Present a Complete Financial Picture

Standard and blended benchmarks
Standard and blended benchmarks
Household, account and security level performance
Household, account and security level performance
Flexible design options to create personalized reports
Flexible design options to create personalized reports
Help meet compliance and regulatory guidelines
Helps meet compliance and regulatory guidelines


There are many decisions to be made when you're considering the jump to independence.

We should be the easiest one you make.

If you are considering following a fully independent RIA route—you can benefit from continued client access with no interruptions through Wealth Reporting and Insights*. With office-level or single seat pricing options available, advisors can continue to access complete performance reporting solutions and provide client benchmark data going back to the inception of the relationship. And with our collaborative support model, independence won’t leave you feeling alone.

Albridge has relationships with the leading custodial platforms and deep integration with many of the technology solutions rated most highly on advisors' “Must-Have” lists. Transitioning to independence is a big step; our goal is to help ease the process with advisor-friendly solutions.

*subject to broker-dealer approval

Albridge Portability

Quarterly Performance Reporting

Accurate performance reporting is an integral part of the wealth management business and is an expectation of your clients. Our enterprise Quarterly Performance Reporting solution provides access to a comprehensive performance reporting package that covers performance, asset allocation, holdings analysis, transactions, benchmarking and more. This value-added service enables your firm to generate reports based on a defined list of accounts or portfolios to meet advisor and client needs.

Quarterly Performance Reporting

Focused on Consolidated Data

Our solutions consolidate multi-custodial client account data from hundreds of sources. This way, advisors can analyze and report investor performance at the individual holding, asset class, account or household levels on demand—for any time period.

We offer personalized rate-of-return calculations, configurable reporting packages and flexible delivery. Choose one or all of our performance reporting solutions. Or, you can leverage our data consolidation and performance calculation methods to deliver performance data through your own systems and reporting solutions.

Learn how one firm uses Albridge Quarterly Performance Reporting to show detailed information for multiple investment options, including separately managed accounts.

Transparency: Better Reporting Leads to Better Relationships

Data Delivery

Albridge provides a secure, cost-effective means of receiving consolidated, normalized and cleansed transactions from multiple custodial and legacy systems to feed into proprietary or third-party applications. Data Delivery allows clients to retrieve data files directly from Albridge on a predefined schedule. Albridge clients and third-party providers have the flexibility to integrate this data into their systems to increase usability and efficiency of proprietary applications

Data That Powers Your Critical Business Applications

Albridge consolidates transactional-level data from both legacy systems and external custodians using direct data feeds. It also follows a tested and proven process to cleanse, normalize and reconcile the information. This eliminates the integrity issues that occur when working with multiple data sets, and offers the flexibility to create an enterprise data warehouse for your firm.

Predefined schedule: A single client view

Albridge collects, consolidates and delivers client account information from hundreds of data sources, representing banking, brokerage, insurance, trust and 401(k) assets. Data delivery files eliminates the need of individual loading of custodial data. On a predefined schedule, a consolidated single client view is delivered on investors, accounts, holdings, transactions, prices, advisor information and more.

Data Delivery

^Certification by The Spaulding Group provides independent and authoritative credibility for financial industry performance and risk software. It is conveyed by a panel of independent industry specialists based on eight different criteria.

*Top Performance Reporting Solution, Financial Planning (2010, 2011); Top Advisor Tech Tool, InvestmentNews (2012, 2013, 2014) and Outstanding Contribution in Wealth Reporting (2015),

Learn how we can enable the tools and resources you count on to work more efficiently and effectively.

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