Albridge performance reporting software

Performance calculations report filters report packages risk administration wealth desktop wealth desktop account integration. Professional performance reporting starts with accurate information, but also includes comparison against benchmarks and your goals. Top advisor tech tool, investmentnews 2012, 20, 2014 and outstanding. Do any feeonly ria firms on this discussion forum use albridge solutions for their performance reporting. The data is used by the enterprise for multiple purposes, including. Reports can be set to automatically print or be distributed to clients via email monthly, quarterly or yearly, to keep them informed on how they are progressing toward their financial goals. Addepar, a leading aggregation and performance reporting platform, and emoney have partnered to make addepar s data aggregation and performance reporting available within emoney. Independent financial partners goes with albridge for. Albridge solutions fka statementone wealth management. This data in turn is used to power albridges webbased portfolio accounting and performance reporting solution. Advisorcentral user guide data aggregation user guide managed account reporting advisor user guide risk measures guide wealth desktop user guide.

Independent financial partners goes with albridge for wealth reporting. Independent financial partners selects albridge wealth. User guides albridge wealth reporting resource center. Over 20 years of leadership in all facets of software development, from requirements to production support. Albridge offers access to investor performance reporting on demand. Independent financial partners selects albridge wealth reporting for its advisors. Albridge solutions overview and data management process. You need a browser with frame support to view this site. Batch reporting albridges easytouse batch reporting automates the preparation and distribution of report packages to clients. Doug tumulty director data management and operations.

Mallery financial has invested in industryleading independent thirdparty reporting software to provide just that. Top advisor tech tool, investmentnews 2012, 20, 2014 and outstanding contribution. Building structured analytical reporting platforms from unstructured data sources. Albridge aggregates data from hundreds of sources to provide a consolidated view of. Albridge processes this cleansed data and uses it to power a variety of downstream technology solutions, including performance reporting, sales practice monitoring, data warehousing, business. Albridge wealth reporting built with one goal in mindincreasing an advisors productivity take advantage of our webbased, scalable and reliable portfolio accounting and performance reporting solution and benefit from a more efficient workflow process, exponentially higher client satisfaction and increased business productivity. Featuring daily updates and seamless navigation between platforms, this integration enables advisors to gain a comprehensive view across portfolios. Albridge data aggregation and consolidated wealth reporting. Albridge solutions and dst vision provide connectivity to. Wealth reporting and insights is now a certified software. Thirdparty integration platform financial advisors emoney. The certification means wealth reporting and insights meets. The wealth reporting and insights performance session provides new and existing users a deeper look at ways in which albridge measures performance. The session lasts approximately 60 minutes and provides performance best practices.