Education

On-Demand Training Sessions

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. Training is available for registration with a live instructor as well as on-demand video as outlined below.

Albridge Wealth Reporting Overview

Wealth Reporting and Insights Overview

On-Demand Video

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.

WATCH VIDEO

albridge

Basic Wealth Reporting and Insights

ON-DEMAND VIDEO

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.

WATCH VIDEO

 
Advanced Albridge Wealth Reporting

Advanced Wealth Reporting

ON-DEMAND VIDEO

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.

WATCH VIDEO

Performance Reporting

Performance Reporting

ON-DEMAND VIDEO

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.

WATCH VIDEO

 

Live Training Sessions


 

User Guides

 

Learn how we can enable the tools and resources you count on to work more efficiently and effectively.

Contact Us