Data Aggregation

Available from Albridge Solutions

Product Details

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 with this information, investment professionals can sharpen financial strategies and build stronger client relationships.

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