Democratizing the Rate of Return: Real-time Portfolio Performance and Risk Reports for All Investors

A free white paper 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 grows, investors are more likely to turn over a greater share of household wealth. Investors have a strong desire to know—in real time—how their portfolios are performing. To retain their "trusted" status, financial professionals must provide them with complete information, or risk losing them. Quarterly reports often fail to tell investors how their portfolios are performing in the face of market fluctuations. Demonstrate your value to your clients by providing a personalized rate of return. Let Albridge show you how.

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