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November 30, 2015 1:00 PM ET


Company Overview of Albridge Solutions, Inc.

Company Overview

Albridge Solutions, Inc. provides enterprise data management solutions, custom technology, and business consulting services. It offers Albridge Replicated Data, a consolidated repository of transaction and position information; Albridge File Delivery that includes information on investors, accounts, holdings, transactions, performance, and more; and Wealth Reporting, a Web-based portfolio accounting and performance reporting solution. It offers Albridge Management Reports, including advisor, branch management, and distribution management reports; Albridge Data Warehouse that helps users in centralizing various types of data; Albridge Analytics Distribution Management System, a Web-based solu...

1009 Lenox Drive

Building 4

Lawrenceville, NJ 08648

United States

Founded in 1993





Key Executives for Albridge Solutions, Inc.

Founder and Director
Managing Director
Managing Director
Managing Director
Managing Director
Compensation as of Fiscal Year 2015.

Albridge Solutions, Inc. Key Developments

Albridge Announces Latest Innovation to its Comprehensive Metrics Program

Albridge announced the latest innovation to its comprehensive metrics program: The Albridge Data Quality Benchmark. The new benchmark is designed to help broker-dealers assess the quality of data they receive from companies. It also enables data source and product companies to more accurately identify and monitor their competitive strengths and opportunities for business improvement. Albridge Data Quality Benchmark measures the quality of data on the Albridge platform based on the aggregate of holdings across three dimensions: Market segments; Data sources; and Product companies and product types. Across the market segment dimension (including RIA, bank-owned, self-directed, independent broker dealers, insurance-owned and full service) client's metrics such as asset value or overall data quality are compared with other clients on the Albridge platform within the same segment. Data source depicts the data quality from different platform providers "such as custodians. Lastly, the data quality of the product company includes product types such as mutual funds, alternative investments, insurance, 529 plans and other investment products. The metrics are generated on a month-to-month basis and are available to clients quarterly. Available at a client and enterprise-view level, the Albridge Data Quality Benchmark shows trends that help firms determine areas for improvement, resulting in increased transparency and confidence in the advisor or investor wealth reporting experience. The data quality metrics available on the new tool are key performance indicators of the client experience.

Albridge Announces Integration of Morningstar ByallAccounts Service into its Albridge Wealth Reporting Platform

Albridge announced the integration of Morningstar ByAllAccounts service into its Albridge Wealth Reporting platform. The integration gives advisors more robust data through Morningstar ByAllAccounts, which aggregates all of the information from a client's various accounts, including those that the advisor does not manage such as 401(k) and other held away assets. The integration augments the Albridge Wealth Reporting platform by aggregating data from an additional 13,000 sources. Data from Morningstar ByAllAccounts can be used with Albridge's Applink, which enables clients to share information between Albridge Wealth Reporting and a multitude of applications, including Morningstar Advisor Workstation, and third-party financial planning, client relationship management, and analytics tools. Albridge's implementation of ByAllAccounts is currently in pilot and is expected to fully launch in the fourth quarter of 2015. The addition of this service gives advisors more choice of data aggregation solutions to choose from on Albridge Wealth Reporting, which also offers data aggregation services from CashEdge. Morningstar ByAllAccounts' integration into the Albridge Wealth Reporting platform builds on the deep integration Albridge has developed with nearly 50 of the leading technology solution providers in the marketplace. Other solutions that have recently been added to the platform including FDBS, which offers a commissions solution, Advicent, which is integrating Albridge data and offering advisors a choice of three separate portfolio management tools appropriate for a diverse client set and Riskalyze, which provides an enterprise suitability product.

Albridge Announces the Integration of Albridge Wealth Reporting into LPL's Vendor Affinity Program

Albridge announced that its Albridge Wealth Reporting (AWR) solution was selected for inclusion in LPL Financial's Vendor Affinity Program. AWR's cloud-based performance reporting solution provides advisors a single view of all of their clients' assets and access to portfolio performance, business analytics and client performance reports on-demand. LPL's Vendor Affinity Program is a new initiative designed to help advisors reduce the complexity and costs of running their businesses. The program creates a centralized repository of vendors who have been reviewed and selected by LPL. Using AWR, advisors can analyze and report investor performance on-demand at the individual holding, asset class, account or household levels for any time period. The platform also offers presentation, reporting, workflow, and analytics that are the result of extensive research, dialogue and testing with the broker-dealer and advisor communities. AWR enables advisors to: Consolidate client information from multiple custodians and financial providers; Configure client reports on demand for asset allocation, holdings, benchmarking, cost basis and more; Connect to their critical business applications, such as CRM, and leverage a single source of data; Calculate performance using either dollar-weighted or time-weighted returns; and Maintain consistency of data across integrated solutions to help meet compliance and regulatory requirements.

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