ERwin TLB&mobile 11.10.15

White Papers by Albridge Solutions

  • Enterprise-Wide Data Consolidation

    In the past decade, the financial services industry has undergone a major transformation, with the industry continuing to consolidate and competition intensifying. Simultaneously, the shift from transaction-based to fee-based business models is accelerating and the role of regulatory agencies is...
  • Unified Managed Households: Wealth Management Technologies Turn the Promise of UMH into Reality

    Enterprise wealth reporting technologies are turning the concept of a Unified Managed Household into reality, enabling financial advisors to transform into true wealth managers by providing access to a holistic view of their clients’ assets. This capability enables them to proactively manage...
  • Broker-Dealer Sales Practices Oversight: The Secrets Of Their Success

    Based on research derived from extensive personal interviews and in-depth surveys with 70+ broker-dealer executives, you'll gain insights into the: Strategic and tactical "hot spots" that the regulators are emphasizing Positive impacts of uniform compliance requirements for all...