Albridge Wealth Reporting is one of the industry's leading performance reporting solutions, with fully customizable reporting at the household, portfolio, and asset class level. Over 40 comprehensive charts and reports allow you to compare performance against benchmarks over time periods you choose, and effectively illustrate how client portfolios are performing. With comprehensive data aggregation capability, Albridge allows you to track all client assets, even those held-away, to provide clients a holistic financial picture.
Integration Features
  • Full Veo integration with SSO
  • Complete data aggregation to provide a full picture
  • Integration with leading third-party solution providers
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