
We are pleased to announce that Albridge has been ranked as number one in two categories within the 2011 Financial Planning magazine survey of investment professionals. In its annual survey, Financial Planning asked 3,200 investment professionals which hardware, software and advisory platforms they prefer.
Portfolio Management and Account Aggregation Software
Twenty-eight percent of survey respondents use Albridge portfolio management software as their application of choice. This is the second year in a row that Albridge has ranked number one in this category. Additionally, 45 percent of survey respondents use our account aggregation software. In its analysis, Financial Planning cites that Albridge is "a popular, successful provider of consolidated reports and portfolio management reporting to independent broker-dealers and, to a lesser extent, to independent RIAs."
We are excited that this survey helps identify Albridge solutions and software as a top choice for investment professionals. Click here for the full survey results.