Albridge Solutions gets you out of the data-management business, and lets you focus more on prospecting, selling and servicing clients, for better acquisition and retention of assets. And, by providing you with immediate and convenient online
access to Consolidated Performance Reporting, Albridge Solutions helps you enhance the quality of your financial advice.

Utilizing secure, state-of-the-art technology, Albridge Solutions automatically downloads - each and every day - the transactional data that’s key to your clients’ asset performance. Once through the system, the data is cleansed and made accessible for use in creating portfolios and generating transaction and performance reports.

From the very first minute you log-on, you’ll be able to see your entire client list, all in one place, with virtually no data-entry! You - and your clients, if you choose - will be able to generate comprehensive, accurate reports from anywhere, anytime, day or night, in just seconds! Raw financial data is virtually transformed into financial knowledge, delivering the critical view of clients’ comprehensive investment portfolios. There’s nothing else like it, anywhere! For the first time ever, you can provide a complete and accurate picture of a client’s holdings, for generating statements, performance reporting and cost basis reports!

Get immediate, online access to the most useful reports, including:

...plus Below-the-Line Asset Entry for both Tracked and Non-Tracked Holdings!

Albridge Solutions delivers consolidated statements, and performance reports with daily time-weighed rates or return that
meets AIMR guidelines, online, anytime.