Albridge Wealth Reporting is the industry leader in aggregating multi-custodial, insurance and direct fund data from hundreds of sources to provide a consolidated view of assets and client reporting. Using Albridge empowers you to:
- View your aggregate book-of-business by client, household, product company, registration type, or state, or by any custom filter you create
- Group individual accounts into customized client portfolios and households for easy reporting and performance analysis
- Analyze your performance against a plethora of widely used benchmarks from Barclays, Bank of America Merrill Lynch, Dow Jones, Standard and Poor’s, MSCI, and more
- Generate client-ready professional reports on holdings, diversification, performance, and risk-reward metrics, complete with cover pages and pre-made disclosures
To enroll, view a demo, or get more information, contact our Technology Department at tech.support@vanderbiltsecurities.com or Call 631-845-5100
Real Time Quotes
- Quotes are offered through QUODD Financial Information Services.
- This service can be used anywhere you have high speed internet access.
- QUODD provides a real-time premier desktop solution that combines a comprehensive package of market data, applications, analytics and advanced charting to help you follow the markets with ease.
- QUODD is intuitive and easy to use. All features are available with simple mouse clicks including: Stock Portfolios, Options, Advanced Charts, News, Forex, Nasdaq Level II, Alerts, Excel integration and much more.
If you have any issue with any of these steps contact Tech support at tech.support@vanderbiltsecurities.com or Call at 631-845-5100
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article