Albridge Solutions
1009 Lenox Drive, Building 4, Suite 103 (East Side)
Lawrenceville, NJ 08648-2321
About Albridge Solutions
- 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.
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Products by Albridge Solutions
Albridge Wealth Reporting
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 moreAlbridge Sales Practice Monitoring
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 moreAlbridge Data Warehouse
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
White Papers by Albridge Solutions
Broker-Dealer Sales Practices Oversight: The Secrets Of Their Success By Albridge Solutions
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 moreDemocratizing the Rate of Return: Real-time Portfolio Performance and Risk Reports for All Investors By Albridge Solutions
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 moreThe Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting By Albridge Solutions
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
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