BNY Mellon Albridge

HQ Address

1800 American Boulevard, Suite 300, Pennington, NJ 08534, United States

Website Address

www.albridge.com

Connect with BNY Mellon Albridge
Business introduction

For more than 15 years, BNY Mellon's Albridge has been the industry leader in aggregating multi-custodial, insurance and direct-to-fund data from hundreds of sources to provide a consolidated view of assets

Our relentless focus on data quality means our clients can rely on timely, accurate and complete information

Data activation
Albridge works with a firm to activate direct data feeds from its proprietary systems, clearing firms, product providers and data custodians.

Data collection and validation
Albridge augments data with third-party information and performs data validation checks related to data integrity and completeness.

Data processing
Our proprietary data processing logic transforms and consolidates the data from diverse sources into a standard format to normalize account, position and transaction data required to provide a consistent performance reporting experience.

Consolidated reporting
Our industry-leading data aggregation capability is leveraged to create a single source of client data. This consolidated data powers a firm’s wealth management reporting, compliance or operations platforms.

BNY Mellon Albridge Solutions

Albridge Data Aggregation

To guide your clients toward their ultimate financial goals, you need a complete picture of their assets. Albridge Data Aggregation affords a holistic view of each client's entire portfolio, including held-away assets. Armed with this information, advisors can sharpen financial strategies and build stronger client relationships. Albridge is the industry leader......

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Albridge File Delivery

Retrieve data files directly from Albridge on a predefined schedule. Albridge clients and third-party providers have the flexibility to insert this data into their applications to increase usability of their proprietary systems. Predefined schedule: A single client view. Albridge collects, consolidates and delivers client account information from hundreds of data sources, representing......

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Albridge Replicated Data

Albridge provides a secure, cost-effective means of receiving consolidated, normalized and cleansed transactions from multiple custodial and legacy systems to feed into proprietary or third-party applications. Data that powers your critical business applications. Albridge consolidates transactional-level data from both legacy systems and external custodians using direct data feeds. It also follows a......

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Albridge Wealth Reporting™

Through an easy-to-use dashboard interface, advisors can access household, account and security level performance information on demand, for any time period. They also can view benchmarks, holdings and allocations. The PDF Capture function allows firms to help meet compliance and regulatory guidelines. Responsive design means that advisors can access up-to-date......

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Asset Manager Assessment Solution

Subadvisor certification. For asset managers who impose rigorous requirements for subadvisor approval, Albridge Analytics has engineered an innovative solution to help you carry out this important task. Your compliance staff will have better analytics and reporting and enhanced risk mitigation. You will spend less time and fewer resources certifying managers—all in......

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Business Intelligence and Data Warehouse

Organize, access and analyze data. Our Business Intelligence and Data Warehouse solution is a turnkey multi-custodial data warehouse loaded with Albridge and Pershing data, hosted and managed by Albridge. Through consolidating data into one enterprise repository, firms make better use of multiple streams of information. At a firm level, information hierarchies can......

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Business Process Solutions

Be more efficient. Leverage our customizable, SEC 17a-4-storage compliant business process management tool to allow home office staff and advisors to store documents electronically. The tool also allows users to view, scan, retrieve and approve documents. This functionality combined with our workflows will save your firm days in processing time and......

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Data Quality Benchmarking

Leading the way in data accuracy and quality. Our Data Quality Benchmark scorecards are designed to give financial institutions a clear picture on the quality of their data included on Albridge Wealth Reporting relative to their market segment. Our goal is to set a standard for data quality throughout the industry,......

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Distribution Management System

The Distribution Management System combines comprehensive industry data into effective data visualization dashboards and reports that empower financial service executives to make actionable business intelligence decisions. In today’s competitive landscape, Albridge Analytics provides your firm with data analytics that answer key questions and help produce successful results. An intelligent, more accurate......

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Intelligent Dashboard™

Intelligent Dashboard™ is a secure, web-based system that quickly and easily turns massive amounts of data into fact-based decisions to address your tactical and strategic issues. The dashboard provides an intuitive balanced scorecard that monitors your firm's key performance indicators, so you can manage your business more effectively.  ...

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Quarterly Performance Reporting

Accurate performance reporting is an integral part of the wealth management business and is an expectation of your clients. Our enterprise Quarterly Performance Reporting solution provides access to a comprehensive performance reporting package that covers performance, asset allocation, holdings analysis, transactions, benchmarking and more. This value-added service enables your firm......

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Sales Practice Monitoring

Powered by Actimize. Albridge Sales Practice Monitoring allows your firm to monitor transactions and accounts at either the branch or advisor level and document compliance comments or actions. Your firm can support increased sales activity levels without increasing compliance staff. This is through automated identification of regulatory hot spots and red flag......

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