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September 02, 2015 3:01 AM ET

Software

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

Phone:

609-620-5800

Fax:

609-620-5801

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 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.

Albridge Solutions, Inc. Announces New Albridge Wealth Reporting(TM) Platform

Albridge Solutions, Inc. announced the introduction of its new Albridge Wealth Reporting(TM) platform. The web-based data management platform will feature updated functionality that spans the full user experience and will improve the way advisors can leverage their clients' portfolio data to provide accurate and insightful analysis. Using the new platform, advisors can analyze and report investor performance at the individual holding, asset class, account or household levels on demand--for any time period. New platform features also include improved presentation, reporting, workflow, and analytics which are the result of extensive research, dialogue and testing with the broker-dealer and advisor communities. Enhanced advisor functions being introduced with the cutting-edge Albridge Wealth Reporting(TM) platform include: simple navigation to relevant data; quick access to recently reviewed and favorite clients; interactive summary screens with the ability to drill down for detailed information; global smart search across advisor's book of business; charting capabilities to dynamically define data; and expanded integration, including new web services providing performance.

Albridge Solutions, Inc. - Special Call

To discuss quarterly update - August 2014

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