Family Offices/Wealth Managers

Can you meet the comprehensive wealth reporting needs for high-net-worth and ultra-high-net-worth investors by bringing together a single view of household assets that cover an increasingly complex array of investment products?

Albridge was founded on the idea that bringing together a diverse range of data on clients' assets and delivering detailed portfolio reporting that positions wealth managers to better serve a market that experienced annual growth of 8% worldwide and totals approximately $33 trillion in the US alone. Our data consolidation and portfolio accounting technologies enable family offices to:

• Report on client assets consolidated from banking, brokerage, insurance, trusts, managed accounts, alternative investments and client account data aggregated from nearly 10,000 financial web sites
• Deliver high quality client account data relying on Albridge direct data feeds, a proven reconciliation process and data quality metrics imperative for accurate portfolio performance reporting
• Delivering Unified Managed Household services that support the consolidation of multiple accounts within a household and performance reporting that spans the entire client relationship