Partner Network

Increased productivity. Reduced compliance risk. Consistent data quality.

Albridge’s Partner Network is the infrastructure connecting client account data to third-party and proprietary services vital to an advisor’s practice.

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Partner Network, clients can seamlessly access tools for Customer Relationship Management (CRM), portfolio management, risk management and more. This drives efficiency and allows advisors to maximize the use of client account data. Our interoperability helps firms and advisors create an integrated technology ecosystem of best-of-breed providers.

Partner Network Technology Providers



Firm
Platform
Advicent
NaviPlan and Profiles and Figlo
Advisor Products Inc.
AdvisorSites
AdvisoryWorld
ICE
Allied Financial
Act4Advisors
AppCrown
CRM
Aralia
Estate Planning Network
Big Contacts
Big Contacts for Financial Professionals
BlackRock
BlackRock Advisor Site, Fund Information
Blaze Portfolio
Rebalancing Software (via Albridge File Delivery)
BNY Mellon | Pershing
NetX360®
Bondwave
Bondwave
Cheshire Software
Wealth Manager
Client Marketing Systems, Inc.
Advisors Assistant
Eaton Vance
Eaton Vance Products, Fund Information
Ebix CRM
SmartOffice
Efficient Technology, Inc.
Quik! Forms Library
eMoney
Advisor Platform
Envestnet
MoneyGuidePro
Finance Logix
Advisor and Client Portal
Fiserv
AllData Advisor®
Fiserv
AdvisorVision
Gentech
Nexus
Gravity Investments
G-Sphere, Portfolio Diversification and Optimization
Grendel
Big Brain Works
Gx Works LLC
HiddenLevers
inStream
Financial Planning
Interactive Data
Albridge Market Information
Junxure
CRM
LaserApp
Form Filling Technology
LifeYield
Unified Managed Household & Retirement Income Technology
Lumen Systems
Financial Planning Professional
MasterPlan Financial Software
MasterPlan
Money Tree Software
TOTAL Planning System
Morningstar
ByAllAccounts
Morningstar
Morningstar Advisor Workstation
Navatar
Navatar
NICE Actimize
Actimize Brokerage Compliance
Ordex Systems
WealthMax
Pareto Platform
Business Development Relationship Management
ProTracker
ProTracker Advantage
Prudential
Prudential Funds Professional Site, Fund Information
Redtail Technology
Redtail
RightCapital
RightCapital
Riskalyze
Risk Management
Riskpro
Riskpro
RiXtrema
Risk Analysis
Smarsh
smarshCRM
SunGard
PlanningStation / AllocationMaster
Sycamore
Client Manager, Compliance Manager
Tango Consulting
Analytics
TD Ameritrade
Veo
Upswing
Upswing CRM for Advisors
Wealth2K
Income for Life Model
Wealthbox
CRM
Wealthtrace
Financial Planning

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

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