Our training sessions provide an overview of specific system features and how advisors can use them to deliver more value to their client relationships. All training sessions last roughly an hour and provide ample opportunity for questions.
If you don't have time during your daily schedule for a live training session, you can still get an overview of the new screens, reports, and functionality of Albridge Wealth Reporting whenever it is convenient by simply clicking into and watching this on-demand session covering highlights.
This overview session introduces new and potential users to the Albridge Wealth Reporting (AWR) application, covering key features and illustrating several popular reports. The advisor and investor dashboard is explored, with quick-links to most-used functions.
In this "Intro to Albridge Wealth Reporting" session, you'll learn how to create portfolios, design report packages, create advisor-level reports and filters, assign batch jobs, and learn about benchmarking and modeling through step-by-step tutorials.
The Albridge Wealth Reporting Performance session provides new and existing users a deeper look in which Albridge measures performance. The session lasts approximately 60 minutes and provides performance best practices.
The advanced training session provides new and existing users a deeper look into the AWR application. It explains the features that are not covered on the Albridge Basic Overview Session.
Working With the Application
Rate of Return