Applink Providers

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Albridge has relationships with more than 50 of the industry’s most valued technology providers.

Our Applink provider program is designed to facilitate interoperability and increase the productivity of financial organizations and their investment professionals.

Albridge offers our Applink providers reliable connections to Albridge Wealth Reporting™. This enables investment professionals to maximize the use of their client account data to increase efficiency and integrate critical technologies and outsourcing components.

Workstation Providers:

  • Pershing LLC — NetX360®
  • Thomson

Financial and Estate Planning:

  • AdviceAmerica — AdvisorVision
  • AdvisoryWorld — ICE
  • Aralia —Estate Planning Network
  • Cheshire Software — Wealth Manager
  • EISI — NaviPlan and Profiles
  • eMoney — Advisor Platform
  • Finance Logix — Advisor and Client Portal
  • LifeYield — Unified Managed Household & Retirement Income Technology
  • Lumen Systems — Financial Planning Professional
  • MasterPlan Financial Software — MasterPlan
  • Money Tree Software — TOTAL Planning System
  • PIE Technologies — MoneyGuidePro
  • SunGard — PlanningStation/AllocationMaster

Research and Analytics:

  • BlackRock — BlackRock Advisor Site, Fund Information
  • Eaton Vance — Eaton Vance Products, Fund Information
  • Gravity Investments — G-Sphere, Portfolio Diversification and Optimization
  • Interactive Data — Albridge Market Information
  • Morningstar® —Advisor Workstation Enterprise and Office Edition
  • Ordex Systems — WealthMax
  • Prudential — Prudential Funds Professional Site, Fund Information
  • Wall Street on Demand — Wealth Desktop

Client/Business Relationship Management:

  • Advisor Products Inc. — AdvisorSites
  • Allied Financial — Act4Advisors
  • AppCrown — CRM
  • Big Brain Works, LLC — Grendel Online
  • Big Contacts — Big Contacts for Financial Professionals
  • Capital Rock — RightBridge
  • Client Marketing Systems, Inc. — Advisors Assistant
  • CRM Software — Junxure I
  • Ebix CRM SmartOffice
  • Pareto Platform — Business Development Relationship Management
  • ProTracker — ProTracker Advantage
  • Redtail Technology — Our Business Online
  • Smarsh — smarshCRM
  • Upswing — Upswing CRM for Investment Professionals 

Automated Forms Relationships:

  • Efficient Technology, Inc. — Quik! Forms Library
  • LaserApp — LaserApp

Data Aggregation and Compliance:

  • American Outsourcing — STARS
  • CashEdge — All Data Platform - Data Aggregation
  • Gentech — Nexus
  • NICE Actimize — Actimize Brokerage Compliance