Calculate, Track and Report Performance
Albridge enables financial organizations and investment professionals to deliver transparent and accurate reporting of an investor’s portfolio performance and personalized rate of return.
Our proven dedication to data timeliness, data accuracy and our expanded data footprint makes us an industry leader.
- Consolidate client account data from hundreds of diverse sources—proprietary, banking, brokerage, insurance, retirement, managed accounts, alternatives, trusts
- Reduce preparation time for client review meetings
- Report investor performance on demand—at the individual holding, asset class, account and household levels—for monthly, quarterly, annual or custom time periods
- Implement a proven portfolio management system with a low cost of ownership faster
- Improve service to clients by supporting broader, more holistic financial planning with a complete view of all of their assets
Thomas Sullivan
Director, Product Management and Sales
Contact Thomas
Learn more about our solutions and capabilities.
Albridge Wealth Reporting
was ranked number one portfolio management system in Financial Planning Magazine's Technology Survey 2010.
