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 and & 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.