How to run a client report in Albridge?

TABLE OF CONTENTS

• Step 1. - Locate Client
• Step 2. -  Select a Portfolio
• Step 3. - Select a Report
• Step 4. - Preview and Export your Report
• Step 5. - Done

Step 1. - Locate Client

1. Navigate to your Client list

2. Next to your desired clients name, Click Reports under the Action column
   
   

   
   

Step 2. -  Select a Portfolio

1. Select the Portfolio you’d like to run a report on from the drop down
   
   

   
   

Step 3. - Select a Report

1. Next Report / Package, Select the report you’d like to run from the drop down list
   
   

   
   
   

Popular Reports:
- Portfolio detail
- Portfolio value
- Portfolio benchmark
- Comparative holdings by investor
- Portfolio snap shot

Step 4. - Preview and Export your Report

1. Press Preview to view your report

2. If you want to export this report, click Export PDF or Export CSV
   
   

   
   

Step 5. - Done

1. You have now learned how to generate custom client reports in Albridge!

If you have any issue with any of these steps contact Tech support at tech.support@vanderbiltsecurities.com or Call at 631-845-5100