"Albridge Solutions recognizes the value of integrating with other solutions such as DST Vision to provide more "inâdepth" information on securities," said Greg Pacholski, President and CEO of Albridge Solutions. "The key is to make this information seamless to the end user so we maximize the financial advisorâs efficiency and time while minimizing expense. We enable financial advisors to spend their time where it matters most âwith their clients."
"DST Systems is pleased to work with Albridge on behalf of its broker/dealer customers," said Kyle Mallot, DST client services officer in charge of Vision. "Visionâs design enables integration with broker/dealers, giving them much-needed access to a variety of critical information."
By offering direct access to DST Vision, Albridge clients have one more resource added to the growing portfolio of services, tools and resources conveniently available through Albridgeâs Web-based Wealth Management Reporting Solution.
"Now, with access to DST Vision, our advisers are able to serve their clients better, as they do not have to call the fund companies for routine information such as cost basis, rights of accumulation, and share balances," said Lon Dolber, of American Portfolios, an Albridge Solutions client. "With management company approval, advisors are also able to affect a buy or sell without having to open another application which saves time and reduces costly trading errors."
Since announcing its first enterprise financial institution client four years ago, Albridge has become a leader in providing enterprise data consolidation and Web-based portfolio accounting/performance reporting solutions to the financial services industry and counts more than 85 institution-level clients and tens of thousands of advisors as users. Albridgeâs Wealth Reporting provides financial institutions, their advisors, and their permissioned clients with immediate, on-demand access to the transaction-level data that's critical to successful wealth management.
DST Vision is focused on providing financial intermediaries with the complete client account access needed on a daily basis. DST Vision data consolidates customer portfolio management, detailed account information, electronic statements, transaction processing, and enables new account establishment. Vision provides real-time, reliable information for more than 260 mutual fund and variable annuity companies for optimal customer support. Currently, Vision provides access to more than 70 percent of the dealer-distributed mutual funds and more than half of the leading variable annuities.