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Consolidated Wealth Reporting

Through The Investment Center, you will have the ability have a single view of all client assets through our relationship with Albridge Wealth Reporting.


Albridge Wealth Reporting

Through a single sign-on interface, you will have the ability to access portfolio performance, business analytics and more than 15 client performance reports on demand.  Albridge Wealth Reporting consolidates, cleanses and reconciles client account data to eliminate the data management and manual data entry on financial institutions and financial advisors. The Albridge data aggregation module vastly expands the data source landscape to nearly 10,000 financial institutions.

 

Features Include:

 

  • Web-based application viewable 24/7, anywhere, anytime.
  • Greater opportunities for identifying more assets within an existing client base to cross-sell and up-sell products.
  • Data aggregation capability supports suitability requirements and increases asset gathering capabilities.
  • Three rates of return (ROR) calculations enable advisors to track performance on-demand: Modified Dietz, internal rate of return (IRR) and daily time weighted return (DTWR).
  • Ability to generate a variety of customizable client reports that cover performance, asset allocation, holdings, transactions, benchmarking, cost basis and more.