Independent Broker Dealers and Insurance Companies

Are you seeking an easy-to-use tool that can help you recruit quality financial advisors or registered representatives, increase the productivity of your advisor workforce and lessen the burden on your back office resources?

Albridge provides independent broker dealers (IBDs) and insurance companies with enterprise wealth management services that enable you to deliver an accurate, single view of all of your client's assets and increase the efficiency of your operations. With Albridge's proven enterprise data management technology and portfolio management system, IBDs and insurance companies can:

• Recruit advisors more effectively by providing them with a tool proven to increase their assets and number of clients (click here for the average advisor performance metrics).
• Spend more time focusing on core business functions and less time managing client account data to increase the advisor productivity improve operational efficiency
• Benefit from additional business intelligence, compliance monitoring and OSJ oversight using Albridge's Replicated Data.