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INTEGRATION RELATIONSHIPS

Albridge

Albridge Solutions provides enterprise wealth management services to 150 financial institutions, more than 100,000 financial advisors and millions of investors that enables advisors to deliver an accurate, single view of all of their clients’ assets.

Albridge’s technology provides unparalleled scalability in consolidating client account information from hundreds of data sources. The firm’s open architecture and compatibility with third-party applications places

Albridge’s portfolio management system, Albridge Wealth Reporting, at the cornerstone of any wealth management platform.

We "play well" with these other software programs . . .

 

 


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FINANCIAL PLANNING
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DOCUMENT MANAGEMENT
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ESTATE PLANNING
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