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Wealth Reporting & account aggregation
Albridge Solutions 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. With Albridge, you can focus on your core business, while they focus on delivering accurate data to help you expand and deepen relationships with your clients.
Wealth Management Platforms
Albridge provides the three critical components for enterprise wealth management platforms used by financial institutions, financial advisors, RIAs and asset managers.
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Enterprise Data Management is the foundation of the wealth management platform, where client account and reference data are collected, consolidated and reconciled from hundreds of sources such as brokerage, managed accounts, insurance, retirement, banking and trust.
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Portfolio Management System is the cornerstone application within the wealth management platform's suite of applications, where client account data is used for portfolio accounting, performance reporting, fee billing and more.
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Virtual Network is the infrastructure that connects the client account data and portfolio management system with other third-party and legacy applications, providing the needed interoperability for the wealth management platform.
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