Albridge Solutions
About Albridge Solutions
Competitors of Albridge Solutions
UNAPEN, Inc.
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the... Read More
STP Investment Services
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... Read More
SS&C Advent Software
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from... Read More
Products by Albridge Solutions
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 »
Content by Albridge Solutions
Democratizing 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...
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The 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,...
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Enterprise-Wide Data Consolidation
By Albridge Solutions
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...
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