Albridge Wealth Reporting

Product Details

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, insurance, retirement, managed accounts, alternatives, trusts. — making it the industry's most scalable and reliable wealth reporting solution. By providing a comprehensive view of client assets, financial advisors can deliver an unparalleled level of service to their clients, while having a proven tool to help them gather more assets and clients.