Albridge Solutions

Web-Based Portfolio Accounting & Performance Reporting

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Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial services experience and technology expertise to help financial organizations enhance their operating performance and maximize their productivity. Albridge Solution's wealth management technology consolidates and reconciles client account information from hundreds of data sources that represent banking, brokerage, insurance, retirement, managed accounts and more.

Company Details

Address
1009 Lenox Drive, Building 4, Suite 103 (East Side)
Lawrenceville, NJ 08648-2321

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Products & Services

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Albridge Wealth Reporting

Albridge Wealth Reporting is a portfolio management system integrating portfolio accounting and performance reporting...

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Albridge Sales Practice Monitoring

As regulators increase their focus on sales practices and suitability, financial organizations need more powerful tools...

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Albridge Data Warehouse

When financial organizations have proven ways to organize, access and analyze data, they become more effective and...

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Advisor Reports

Albridge Advisor Reports provide financial professionals with business intelligence that helps them manage and grow...

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Data Aggregation

To guide your clients toward their ultimate financial goals, you need a complete picture of their assets. Albridge...

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Document Management System

Albridge offers a fully integrated, imaging, workflow and document management system accessible by front office, middle...

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Resources & Content

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Democratizing the Rate of Return: Real-time Portfolio Performance and Risk Reports for All Investors

To retain their "trusted" status, financial professionals must provide investors with complete information—or risk...

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The Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting

When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The...

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Enterprise-Wide Data Consolidation

In the past decade, the financial services industry has undergone a major transformation, with the industry continuing...

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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...

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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,...

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News & Press Releases

Press Release

Pershing's Albridge Solutions Finds Interoperability Is Key to Increasing Advisor Efficiency

Published: 2/19/2014