Albridge Solutions, a financial data consolidation and performance reporting provider, announced Monday the debut of The Albridge Advisor Report – the initial offering from its Information Services, which will provide advisors and institutions with metrics, benchmarks and analysis that help measure performance and competitiveness.
Delivered quarterly and electronically, Albridge said in a news release that the report can help advisors increase assets, measure progress, improve product company management and help increase efficiency and productivity. The Albridge Advisor Report has a rating system that scores advisors on multiple metrics within a relative peer group in four categories – performance, activity, diversification and growth, according to a statement Albridge released Monday.
The Advisor Report offers detailed metrics relative to each subscriber by aggregating information from Albridges collection of data to ensure the most up-to-date and accurate information available.
The report is the first offering from Albridges Information Services, which will provide a variety of personal and market research for institutions and their advisors. Services will include the Albridge Advisor Report, the Albridge Institutional Report and customized research projects.