Albridge Wealth Reporting is a portfolio management system integrating portfolio accounting and performance reporting to deliver an accurate, single view of all of your clients’ assets. Albridge can consolidate client account data from hundreds of disparate sources/accounts to include proprietary, banking, brokerage, insurance, retirement, managed accounts, alternatives, and trusts.
Increase Business Efficiency & Productivity
By using Albridge Wealth Reporting, you can increase your productivity and deliver better service to your clients by spending less time managing client data and more time building relationships with them. Some key benefits of Albridge Wealth Reporting include: