Albridge Wealth Reporting Training

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.

Basic Albridge Wealth Reporting Training

Albridge offers scalable and reliable Web-based portfolio accounting and performance reporting solutions. We consolidate multi-custodial client account data from hundreds of sources so firms and advisors can analyze and report investor performance at the individual holding, asset class, account or household levels on demand—for any time period.

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New Albridge Advisor Experience Training

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.

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Albridge Wealth Reporting: Performance Reporting Training

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.

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Albridge Advanced Wealth Reporting Training

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.

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If you'd like to discuss what class would be most appropriate for you, or if you have questions regarding accessing the WebEx sessions, please contact us.



New Wealth Reporting Experience

Learn how we can help you make sense of your data, work more efficiently and uncover ideas for growth.

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