Products by Albridge Solutions

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  • Advisor Reports

    Albridge Advisor Reports provide financial professionals with business intelligence that helps them manage and grow their businesses more efficiently. Financial professionals can quickly gain perspective on their books of business, identify asset gathering/business building opportunities,... Read More
  • Albridge 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
  • Albridge 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 More
  • 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 More
  • Data Aggregation

    To guide your clients toward their ultimate financial goals, you need a complete picture of their assets. Albridge Data Aggregation, powered by CashEdge, affords a 360-degree view of each client's entire portfolio, including held-away banking, brokerage, trust, 401(k) and pension assets. Armed... Read More
  • Document Management System

    Albridge offers a fully integrated, imaging, workflow and document management system accessible by front office, middle office and home office staff. The system is customizable, SEC 17 a-4 compliant, and provides users the ability to scan, store, retrieve, view and approve documents on the... Read More

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