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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from a day to a full week to produce even the simplest of reports for an investor client, rendering the information outdated before it even reached the client.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:
Albridge subscribers can access the VSR-branded website (www.vsrstatements.com) where you can create reports for your clients or review your own book:
Here’s What It Will Cost:
What You Get in Return:
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Reliable information that has been downloaded, scrubbed, reconciled and provided in a ready-to-use format.
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All 20+ Client Reports (Unlimited householding of accounts or people at your office control)
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Run on multiple time frames (even open dates like "Start Date to End Date")
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All available Advisor Reports
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Easy access to your reports for viewing or printing—anytime, anywhere, using just a browser and an internet connection
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Quick start-up with no software to install and implement; no recruiting, training and retaining staff to prepare client statements
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Charges deducted from commissions on a monthly basis
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