Better Reporting. Better Relationships.

• Illustrate important concepts: A wide variety of turnkey and custom reports to cover everything you might need to present an accurate, single view of client portfolio information.
• Easy-to-use dashboard: Instant access to household, account and security level performance information on demand, for any time period. Most importantly, if you chose, the client can be granted access too.
• Create personalized experiences: Flexibility in design lets advisors efficiently build impactful and personalized reports tailored to the unique needs of clients.
• Drive efficiency: Spend less time manually entering data and preparing for client reviews, and spend more time maximizing client service and building relationships.
• Keep your data: Retain historical client information even if you change broker-dealers, or pursue an independent route

Streamline Your Quarter-End Reporting
Accurate performance reporting is an integral part of the wealth management business and is an expectation of your clients. Albridge Quarterly Performance Reporting provides access to a comprehensive performance reporting package – meeting your firm’s needs for automated quarterly processing.

• Performance reports by portfolio, account, asset class, security level, and more
• Customized cover pages and market commentary
• Seamless, automated process for delivering reports to your firm

We also offer personalized rate-of-return calculations, configurable reporting packages and flexible delivery. Choose one or all of our performance reporting solutions. Or, you can leverage our data consolidation and performance calculation methods to deliver performance data through your own systems and reporting solutions.