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.
First Rate® provides investment performance measurement and analysis solutions to the wealth management industry. The First Rate Performance Solution is a truly scalable, Web-based suite of applications that allows investment firms to calculate accurate rates of return, better analyze the...
PeopleKeys® is the thought leader in DISC personality assessment. They’ve turned over 35 years of experience in DISC publication and assessment into customizable solutions for your company. Using the power of personality to unlock people’s potential, PeopleKeys’ DISC helps you to benchmark...
STP Investment Services is a financial and technology service provider specializing in operational, technical, consulting and software services for investment managers. Our services include: • Investment Accounting & Performance • Fund Administration • Reconciliation & Trade...
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 consolidates client account data from hundreds of disparate sources-proprietary, banking, brokerage,... Read more
As regulators increase their focus on sales practices and suitability, financial organizations need more powerful tools for monitoring field activities—from fee-based planning to client suitability. Albridge Sales Practice Monitoring, powered by Actimize, draws from multi-custodial data across... Read more
When financial organizations have proven ways to organize, access and analyze data, they become more effective and productive. Albridge Data Warehousing helps our clients by centralizing many types of data into one enterprise repository. It eliminates information silos scattered across the... Read more
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... Read more
To retain their "trusted" status, financial professionals must provide investors with complete information—or risk losing them. Demonstrate your value to clients by providing a personalized rate of return. Current studies show that as trust between an investor and financial professional... Read more
When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However,... Read more