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Increases Business Efficiency and Productivity
Using Albridge Wealth Reporting financial institutions and financial advisors
can increase their productivity and deliver better service to their clients by
spending less time managing client data and more time building relationships.
SAMPLE CLIENT REPORTS • Ease-of-use of Albridge Wealth “If I had to jump out of an airplane
Reporting results in time savings into a strange city and set up a
Accrual Detail for financial advisors—prepare business from scratch, Albridge would
Asset Allocation by Asset Type monthly, quarterly and annual be second on my list of necessities
Asset Allocation by Investment Objective portfolio performance reports with right behind the parachute. Over the
Benchmark by Asset Class the click of a mouse button years Albridge has become vital to
me, my administrative staff, and my
Cash Flow Projections
• Speed to market for implementing clients. There is no doubt that it helps
Compliance Disclosure a proven portfolio management to build business, but it is also an
Comparative Holdings by Classification system with a low cost of ownership administrative cost savings device.”
Comparative Holdings by Investor
• Improve service to investors by
Comparative Holdings by Net Worth -Robert Toy McLaughlin, CFP
supporting broader, more holistic
Fixed Income by Maturity Inverness Asset Management
financial planning with a complete Investors Capital
Gain/Loss by Investor
view of all of their assets
Historical Performance of Current
Holdings
Historical Performance by Investor System Integration With Your Essential Business Technologies
Holdings by Classification
Holdings by Investor Albridge has contracted with leading third-party outsourcing firms in the
Holdings by Net Worth financial services industry to provide you with single sign-on access that
integrates your client account data into your essential business technologies.
Holdings by Portfolio
The Albridge Virtual Network provides Albridge users with the framework to
Major Indices Performance
facilitate data integration and application connectivity between Albirdge and
Managed Account Summary by Asset
partner applications. This enables users to maximize the use of their client
Class
account data to increase efficiency and integrate critical technologies and
Managed Account Summary outsourcing components.
Managed Account Performance
Summary Measurable Growth – A Proven Return on Investment
Model Portfolio Rebalance
Multi-Period Performance • Albridge users outperformed non-users in every meaningful growth and
profitability measurement: from assets to clients to accounts. An analysis
Portfolio by Asset Class
of financial professionals from over 140 financial institutions and RIA firms
Portfolio Detail
employing Albridge Wealth Reporting demonstrated that:*
Portfolio Detail with Transactions
Portfolio Snapshot • Albridge users grew assets by 75% more than non-users through both
Portfolio Summary existing clients and the acquisition of new clients
Portfolio Value and Benchmark
• Albridge users acquired 123% more clients than non-users by growing their
Tax Lot Gain/Loss by Investor
book of business by more than double the rate of non-users
Tax Lot Realized Gain/Loss by Investor
Tax Lot Unrealized Gain/Loss by • Albridge users grew the number of accounts they manage by 100% more
than non-users, including the opening of new accounts for new and
Investor
existing clients
Transactions by Investor
Transactions by Portfolio
For More Information
Yield by Investor
Yield by Portfolio Albridge Solutions
877-252-9963
sales@albridge.com
*Based on an analysis of financial professionals from over 140 financial institutions and RIA firms employing
Albridge Wealth Reporting
©2010, Albridge Solutions. All rights reserved. Albridge Solutions is an affiliate of Pershing LLC. Pershing LLC
1009 Lenox Drive, Building 4, Lawrenceville, NJ 08648 is a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s)
www.albridge.com belong to their respective owners. For professional use only. Not for public distribution.
Albridge Solutions. Albridge is an aliate
of Pershing LLC, a BNY Mellon company.
DS-ALB-WREP-7-10
