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 many 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
AdvisoryWorld
ICE
Allied Financial
Act4Advisors
AppCrown
CRM
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
Client Marketing Systems, Inc.
Advisors Assistant
Eaton Vance
Eaton Vance Products, Fund Information
Ebix CRM
SmartOffice
eMoney
Advisor Platform
Envestnet
MoneyGuidePro
Finance Logix
Advisor and Client Portal
Fiserv
AdvisorVision, AllData Advisor®
Gentech
Nexus
Grendel
Big Brain Works
Gx Works LLC
HiddenLevers
Income Conductor LLC
Wealth Conductor®
Junxure
CRM
LaserApp
Form Filling Technology
LifeYield
Unified Managed Household & Retirement Income Technology
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
Prudential
Prudential Funds Professional Site, Fund Information
Redtail Technology
Redtail
RightCapital
RightCapital
Riskalyze
Risk Management
Riskpro
Riskpro
RiXtrema
Risk Analysis
Sycamore
Client Manager, Compliance Manager
Tango Consulting
Analytics
TD Ameritrade
Veo
Upswing
Upswing CRM for Advisors
Wealth2K
Income for Life Model
Wealthbox
CRM

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

Contact Us