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.
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.
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.
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.