Data Aggregation
To guide your clients toward their ultimate financial goals, you need a complete picture of their assets.
Albridge Data Aggregation, powered by CashEdge, affords a 360-degree view of each client's entire portfolio, including held-away banking, brokerage, trust, 401(k) and pension assets. Armed with this information, investment professionals can sharpen financial strategies and build stronger client relationships.
- View cash balances in your clients' held-away accounts
- Determine your clients' true asset allocations including their held-away assets
- Learn how your clients' self-directed assets are performing against those you manage
- Find out who also competes for status as your clients' primary investment professional
- Increase efficiency and streamline workflow through automated reporting
- Access client information through Albridge Wealth Reporting™
- Rely on knowledgeable client support, Web-based training and online tutorials
How Can We Help You?
Call Us (877) 252-9963
Gregg Klein
Director, Product Management and Strategic Alliances Contact Gregg
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