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.
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.
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.
Investment Professionals: Discover what's trending as INSITE changes with the evolving landscape of the industry. At INSITE, you have access to a customizable experience designed to make the most out of the time spent away from the office.
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.
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.
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.
BNY Mellon's Albridge today announced the winners of the 2017 Albridge Data Excellence Awards and five additional client-focused awards. The awards were presented at the 2017 Albridge Forum in Washington, D.C., a premier event attended by financial technology professionals from broker-dealers, RIA firms, independent advisors and solutions providers. Participants discussed how advancements in data integration, analytics and data quality can enhance advisors' capabilities and investor outcomes.
BNY Mellon’s Albridge today announced that it will provide the newly independent advisory firm InR Advisory Services LLC (InR) with its integrated data aggregation and performance reporting solution: Albridge Wealth Reporting.
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 its innovative PDF Capture solution, which helps simplify the process for broker-dealer investment professionals to meet regulatory and compliance guidelines when generating consolidated financial reports for clients.
BNY Mellon’s Albridge was honored with five awards—three silver, two bronze—during the 11th 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.
Introducing Albridge's new wealth reporting experience—with a highly responsive and intuitive user experience backed with extensive data access, advisors can efficiently deliver even more valuable insights to clients. Check out the enhanced experience in our new video.
BNY Mellon’s Albridge, an affiliate of Pershing LLC, yesterday celebrated the opening of its new office in Pennington, New Jersey, with a ribbon-cutting ceremony attended by employees and clients. The state-of-the-art facility, which features cutting-edge technologies and dynamic work spaces, advances the firm’s ongoing focus on driving innovation for clients and signifies its next phase of growth.
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.