Registered Reps

Are you seeking a better way to increase your assets under management, grow your book of business and provide a greater level of service to your clients? Do you know if you are the only one providing financial advice to your clients?

Albridge provides an easy-to-use Web-based application that enables you to access key client account data, including portfolio performance, helping to shift your focus from managing client data to building and maintaining client relationships. Registered reps using wealth reporting applications powered by Albridge outperform non-users in every meaningful growth and profitability metrics.

Registered reps using wealth reporting application powered by Albridge:

• Grew assets by 75% more than non-users through both existing clients and the acquisition of new clients
• Acquired 123% more clients than non-users
• Increased the number of accounts they manage by 100% more than non-users, including the opening of new accounts for new and existing clients