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.
With a growing database of advisor and client information, BMO Harris recognized the need to outsource data management. The firm sought a provider who understood the intricacies of its business and could work with them going forward to help plan for continued growth and more efficient operations.
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.
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.
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.
