For financial institutions and advisors seeking a competitive service advantage, Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets.
Albridge Wealth Reporting
 |
0.0 (0) |
November 19, 2010
Hits: 1962
Company Info
| Company Name: | |
| Data Last Updated: |
|
| Data Verified by Company: | |
| Website: | |
| Contact Email: |
|
| Phone Number: |
|
| Year Founded |
|
| Number of Employees: |
|
Software Overview
| Format: | |
| Size of Firms Targeted: | |
| Target Market: | |
| Number of Firms Using: |
|
PMS Features
| Types of Reports | |
| Number of Built-In Reports: |
|
| Advisors Access to Data: | |
| Billing Functionality: | |
| User Interface: | |
| Other Major Functionality: | |
| Client Portal: |
Pricing
| Pricing Based By: | |
| Trial: | |
| Initial Training: | |
| Support: |
Integrations
| Outsource Solutions: | |
| Portfolio Management Systems: | |
| CRM: | |
| Account Aggregation: | |
| Financial Planning: |
|
| Rebalancing: | |
| Analytics: | |
| Document Management: | |
| Websites: | |
| Client Portals: | |
| Form Fill: | |
| Custodian: | |
| IPS Software: | |
| Web Reporting: | |
| Report Packaging: | |
| College Planning: | |
| Other Applications: | |
| Total System: |
Security
| Security Functionality: | |
| Other Security Enhancements: |
|
For financial institutions and advisors seeking a competitive service advantage, Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets. Albridge consolidates client account data from hundreds of disparate sources - proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc. - making it the industry's most scalable and reliable enterprise wealth management solution.
User reviews
There are no user reviews for this listing.
To write a review please register or log in.
