Case Studies

Less Paper. Fewer Problems. Happier Advisors.

Key Investment Services (KIS) found itself in the position to fix a long-running pain point: its document management system. For years, the firm had relied on its former clearing company's imaging system that unfortunately was not integrated with the brokerage system.

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Changing Affiliations: Easing the Transition with Familiar Tools

Learn how a team of advisors made one of the steps of transitioning a bit easier—by relying on the comprehensive reporting solution they'd always counted on to help them bring client portfolios to life.

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The Power of Integration: Firm Taps Albridge to Enable Quicker Technology Adoption by Advisors

Read how a broker-dealer client needed easy access to the latest customer relationship management (CRM), financial planning and research technology for its advisors to better manage their books of business—and how Albridge delivered.

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Transparency: Better Reporting Leads to Better Relationships

A major firm needed a quarterly performance solution to show detailed information for multiple investment options, including separately managed accounts. The solution? Albridge Quarterly Performance Reporting.

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Levels of Differentiation: Leveraging Technology to Address Client Needs

In a competitive marketplace, advisors are continually seeking ways to reinforce the value of advice to build and maintain strong relationships. Leveraging technology can help advisors and home office staff meet—and surpass—client needs.

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