Albridge, an affiliate of Pershing, a BNY Mellon company, supports advisors who have made the decision to move to a new firm and wish to continue using Albridge Wealth Reporting™ at their new firms with little to no downtime.
"Numerous economic, regulatory and environmental factors continue to influence the movement of advisors from one firm to another, or even the decision to start their own practice," explains Marc Butler, Chief Operating Officer at Albridge. "And while investors may wish to remain loyal to a long-term advisor, they still expect to maintain many of the benefits that made their relationship successful at the previous firm."
One of the benefits that many advisors wish to continue providing their clients is wealth reporting from Albridge. "In building and maintaining collaborative relationships, advisors have cited our wealth reporting package as an indispensable part of their client meetings and conversations," explained Butler.
According to Butler, over the past several months, Albridge has been fielding several inquiries from advisors in transition, wanting to know if they can bring Albridge with them to another firm or even to their own new practice. In both cases, the answer could be yes.
To learn if you are eligible to bring your historical data to your new firm, please contact your firm's home office.
Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today unveiled its strategy to introduce enhanced solutions designed to help broker-dealers, financial advisors and RIAs adapt to an accelerated rate of industry evolution. These advancements address key industry trends highlighted at the 2016 Albridge Forum, its annual gathering of financial services professionals from the broker-dealer and RIA communities as well as financial technology solution providers.
Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced the winners of the 2016 Albridge Data Excellence Awards. The inaugural Data Excellence Awards recognize the Albridge clients who are at the forefront of driving meaningful data quality improvements in the broker-dealer industry, and who have made outstanding contributions to the Albridge Data Quality Forum community.
Pershing, a BNY Mellon Company, today announced the agenda and speaker lineup for INSITE 2016. Seeking to help attendees answer the question, “What’s your vision for the future,” this year’s conference will take place June 7-9 at the Hyatt Regency Orlando in Florida. Each year, more than 2,300 investment professionals, registered investment advisors (RIAs), and senior-level corporate executives attend INSITE.
Albridge, an affiliate of Pershing LLC a BNY Mellon company, today announced that it won four Stevie Awards for Sales & Customer Service. Albridge was awarded three bronze distinctions and one silver. Stevie Award placements were determined in final judging by members of seven specialized committees, and were announced at the gala banquet at the Paris Hotel in Las Vegas, Nevada earlier this month.
Pershing LLC, a BNY Mellon company, is pleased to announce it received the Technology Innovation Award at the Bank Insurance & Securities Association (BISA) annual conference held last month. This is the second consecutive year Pershing has received this top honor, for its wealth management platform, NetX360® which received the accolade in 2015.
Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced the latest innovation to its comprehensive metrics program: The Albridge Data Quality Benchmark. The new benchmark is designed to help broker-dealers assess the quality of data they receive from companies. It also enables data source and product companies to more accurately identify and monitor their competitive strengths and opportunities for business improvement.
Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced the integration of Morningstar® ByAllAccountsSM service into its Albridge Wealth Reporting platform. The integration gives advisors more robust data through Morningstar ByAllAccounts, which aggregates all of the information from a client's various accounts, including those that the advisor does not manage such as 401(k) and other held away assets.
Albridge is pleased to have been chosen as the winner in the category of "Outstanding Wealth Reporting" for the inaugural 2015 WealthManagement.com Industry Awards.
A recent redesign of the Albridge Wealth Reporting platform created a more user-friendly experience with what was already a robust reporting tool. Albridge Wealth Reporting consolidates data from hundreds of sources to provide a consolidated view of assets, even those "held away." This allows advisors to present a more holistic view of a client's portfolio.
The WealthManagement.com Industry Award program is the first of its kind to acknowledge excellence among vendors and suppliers serving the financial advisor community. The Industry Awards recognize forerunners of innovation and leadership in support of financial advisor success.
Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced that its Albridge Wealth Reporting (AWR) solution was selected for inclusion in LPL Financial’s Vendor Affinity Program. AWR's cloud-based performance reporting solution provides advisors a single view of all of their clients’ assets and access to portfolio performance, business analytics and client performance reports on-demand.