|
 Partner Page: 
WEALTH REPORTING SYSTEM (WRS)From Albridge Solutions
 Web-Based Consolidated Portfolio Accounting and Performance Reporting in your office!
Albridge can help you optimize your sales efforts, manage clients and identify growth opportunities by providing customized solutions integrated into your firm's technology environments. 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.
Albridge collects, consolidates and delivers client account information from hundreds of data sources, representing banking, brokerage, insurance, trust and 401(k) assets. With this consolidated view, you can deliver an unparalleled level of service to your clients.
With Albridge at VSR, Financial Advisors 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from a day to a full week to produce even the simplest of reports for an investor client, rendering the information outdated before it even reached the client.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:
-
Automate data entry, which significantly reduces time spent preparing for client review meetings
-
Consolidate client account data from hundreds of diverse sources: proprietary feeds, banking, brokerage, insurance, retirement, managed accounts, alternatives, and trusts
-
Increase opportunities to gather assets
- Produce and distribribute consolidated client performance reports that cover performance, asset allocation, holdings, transactions, benchmarking, cost basis, and more
- Connect to critical business applications, such as CRM or sales practice monitoring, and leverage a single source of data
- Gain insight into your practice through an engaging tool that enables you to selectively mine information from your book of business
Albridge subscribers can access the VSR-branded website (www.mainaccount.com) where you can create reports for your clients or review your own book.
What You Get in Return:
|
