Introducing Wealth Reporting and Insights Report Designer


Albridge’s Wealth Reporting and Insights solution now includes new report designer capabilities that offer advisors greater flexibility to efficiently build impactful and personalized reports tailored to their clients. Along with an extensive catalog of pre-defined reports, advisors can create and design new reports from scratch using data elements from the library, or modify an existing report template by simply editing individual sections. A user-friendly design interface guides advisors through the process and provides the ability to select between various chart types and font sizes, edit columns, control the sort order of the report’s content, and preview the design to make sure it’s presented the way they want.

Customization and personalization are key to wealth management success. Wealth Reporting and Insights report designer offers a more interactive and tailored reporting model for advisors to accommodate individual client preferences, beliefs and habits. Flexibility in design and reporting streamlines the experience for the advisor and empowers them to create a more memorable experience for their investors.

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Wealth Reporting and Insights is Now a Certified Software


TSG Certified Software

Albridge’s Wealth Reporting and Insights solution has been designated “Certified” by The Spaulding Group, a collection of recognized industry consultants that provide a proprietary, independent, in-depth and rigorous review of risk and performance reporting software providers.

The certification means Wealth Reporting and Insights meets the formalized standards of eight predetermined criteria: Functionality, calculations, completeness, user interfaces, reports, usability, controls and workflow. The certification comes from a renowned authority on performance risk and shows that Wealth Reporting and Insights meets needs of its clients.

The Spaulding Group has been providing industry standards of performance and risk to software vendors, and firms with proprietary systems such as custodians, broker-dealers and asset managers for more than 20 years.

Having our signature product receive this certification is a tremendous honor. It is a testament to our product teams who are constantly working to improve what we distribute to our clients.

Independent Financial Partners Selects Albridge Wealth Reporting for Its Advisors


BNY Mellon’s Albridge, an affiliate of Pershing and a leading provider of enterprise data management solutions, today announced that it has been selected by Independent Financial Partners (IFP), a multi-custodial RIA and soon-to-be broker-dealer that specializes in wealth management and retirement plan consulting, to provide wealth reporting to its approximately 500 advisors nationwide.

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BNY Mellon’s Albridge Named Customer Contact Big Kahuna Award Winner by Frost & Sullivan


BNY Mellon’s Albridge today announced it has received the Big Kahuna Award by business consulting firm Frost & Sullivan for outstanding achievement in customer service. Frost & Sullivan’s Customer Contact Awards—billed as the “People’s Choice Awards” of the customer service industry—honors companies and individual leaders that are shaping the future of customer service.

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BNY Mellon’s Albridge Wins Family Wealth Report Award for Best Compliance Technology


BNY Mellon’s Albridge today announced it was awarded Best Compliance (Technology) for its Sales Practice Marketing solution at last week’s Family Wealth Report Awards 2018 held at the Mandarin Oriental in New York City. Selected by an independent panel of industry experts, the Family Wealth Report Awards recognize companies and individuals from across the wealth management and private banking industries that exemplify innovation and excellence.

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BNY Mellon’s Albridge Wins 2018 BISA Technology Innovation Award


BNY Mellon’s Albridge is pleased to announce that it has received the Technology Innovation Award at the Bank Insurance & Securities Association (BISA) annual conference. Albridge received the honor for the re-launch of Albridge Wealth Reporting, a comprehensive application that allows advisors to collaborate with clients by sharing metrics—charts, graphs, portfolio snapshots—that illustrate progress towards their financial goals.

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BNY Mellon’s Albridge Honored with Six Stevie® Awards


BNY Mellon’s Albridge was honored with a total of six awards—one gold, three silver and two bronze—during the 12th annual Stevie Awards for Sales & Customer Service. Stevie Award placements were determined in final judging by members of seven specialized committees, and were announced at the gala banquet at Caesar’s Palace in Las Vegas, Nevada over the weekend.

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