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WEALTH REPORTING SYSTEM (WRS)From Albridge Solutions

 Web-Based Consolidated Portfolio Accounting and Performance Reporting in your office!

Advent Consolidated reporting had proved so popular with our fee-based Reps, that our Reps have demanded similar capabilities for their commission clients. No problem. Through Albridge WRS, your VSR office can produce consolidated reports of your clients’ holdings, so you can devote your time to cultivating relationships and conducting your business with confidence.

With Albridge at VSR, Reps will experience a new and exciting level of functionality. In the past, it might have taken anywhere from a day to a full week to produce even the simplest of reports for an investor client, rendering the information outdated before it even reached the client. Now, current and insightful web-based reports—including AIMR-compliant, daily time-weighted rates-of-return—are ready in just minutes, and can be created and accessed anytime, from anywhere in the world.

As long as you have an internet connection, you can use your browser to access your reports for viewing or printing. Since there’s no software to install or implement, you’ll quickly be preparing client statements without needing to recruit or train staff. Best of all, your client receives information that has been scrubbed and reconciled, and provided in a ready-to-use format.

 Benefits of an Albridge subscriber:

• Increases Opportunities to Gather Assets
• Improves Client Services
• Increases Customer Value
• Saves Time and Money
• Easy to Use

Albridge subscribers can access the VSR-branded website (www.vsrstatements.com) where you can create reports for your clients or review your own book:

• Full suite of client reports—Transaction, Holdings and VSR-customized Asset Allocation reports:
  • Portfolio Appraisal
  • Portfolio Summary
  • Portfolio Performance
  • Performance by Security
  • Performance for Selected Periods
  • Asset Reconciliation
• Co-branded with VSR and our Rep’s name and DBA designation
• Minimal setup requirements: 100% web-based platform available 24/7 x 365
• Supports major browsers (IE, Netscape, AOL)
• User-specified period, daily time-weighted, AIMR-compliant rate-of-return
• Dynamic report creation over distinct time periods

 Here’s What It Will Cost:

• Only $200 per-month for a Rep's entire book . . . no matter how many clients.

 What You Get in Return:

• Reliable information that has been downloaded, scrubbed, reconciled and provided in a ready-to-use format.
  • All 20+ Client Reports (Unlimited householding of accounts or people at your office control)
  • Run on multiple time frames (even open dates like "Start Date to End Date")
  • All available Advisor Reports
• Easy access to your reports for viewing or printing—anytime, anywhere, using just a browser and an internet connection
• Quick start-up with no software to install and implement; no recruiting, training and retaining staff to prepare client statements
• Unlimited assistance from the VSR Home office, Albridge Wealth Management's toll-free number, and Resource Center 
• Charges deducted from commissions on a monthly basis