RIAs (registered investment advisors)

Are you tired of the "standard portfolio management software and accounting system" that's not easy to use, can't deliver high quality data and doesn't have the scalability required for the growth of your practice?

RIAs we speak with often express their frustration over their experience with sub-par wealth reporting technologies designed to serve the needs of the "mass-market." Albridge's consultative approach to understanding the specific requirements of your business enables us to provide you with a portfolio management system that:

• Provides a single view of all of your clients' assets, regardless of where they are held, by collecting consolidating and reconciling client account data from hundreds of disparate sources. You can easily deliver detailed reporting on proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, and managed account assets through the Albridge Wealth Reporting platform.
• Uses direct data feeds, a proven reconciliation process and data quality metrics imperative for accurate portfolio performance reporting
• Has the ability to scale to any size firm. *Albridge handles more daily transactions than any other firm dedicated to the financial service industry
• Improves your business efficiency by enabling you to spend less time managing client account data and more time building relationships or servicing existing clients
• Integrates with third-party applications to coordinate essential technology functions for maximum interoperability