Vendor integrates investment research with portfolio and performance info. Wealth-management technology provider Albridge Solutions has added mutual-find and ETF research capabilities, proposal generation and "hypothetical illustrations" to its Wealth Reporting portfolio-accounting and performance-reporting platform.

The point of integrating research information with the Albridge's Wealth Reporting technology is to give advisors a deeper understanding of their clients' investments.

American Portfolios

"Financial advisors can rely on Albridge Wealth Reporting to take the next step in managing the lifecycle of wealth-management activities from client management, wealth planning and research and analysis to portfolio accounting and performance reporting, client reporting and fee billing," says Albridge executive v.p. Jake Rohn.

The first taker for Albridge's expanded platform is Holbrook, N.J.-based independent broker-dealer American Portfolios.

"Through the Albridge platform, we are in a position to provide value added services to our affiliated representatives," says American Portfolios' CEO Lon Dolber. "They will have access to an array of client data and additional tools that offer them the flexibility to manage their businesses and concentrate on building and strengthening client relationships."

Lawrenceville, N.J.-based Albridge provides enterprise wealth-management services to around 150 financial institutions and more than 100,000 financial advisors. -FWR

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