Albridge Data Convertor provides advisors with an automated solution to easily transfer data from other third-party software products such as Advent Axys, TechFi, Schwab Centerpiece 5 and FCSI dbCams+ to the Albridge Wealth Reporting application.
Albridge Connect is a single sign-on feature allowing advisors at participating financial institutions to access external Web-based applications such as DST Vision from within the Albridge Wealth Reporting application without having to exit Wealth Reporting and sign on to the external application.
Albridge Information Services delivers personalized reports online for strategic measurement and benchmarking of advisors and their practices. The Albridge Advisor Rating scores advisors versus others on multiple metrics. Information & Analysis Benchmarking provides key advisor metrics measured over time and against peers.
Replicated Data Services gives financial institutions a cost-effective way to transfer consolidated account data from multiple back-office systems into their own enterprise data warehouse, creating a Single Customer View and powering a variety of critical applications including CRM, compliance and more.