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 Wealth Reporting and Insights whenever it is convenient by simply watching this on-demand session covering highlights.
This overview session introduces new and potential users to the Wealth Reporting and Insights 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 Wealth Reporting and Insights" 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 Wealth Reporting and Insights performance session provides new and existing users a deeper look at ways 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 Wealth Reporting and Insights application. It explains the features that are not covered on the basic overview session.
Working With the Application
Rate of Return