Ameriprise Financial clients will soon find that they will have an increased access to Albridge Solutions’ enterprise data, portfolio accounting and performance reporting platform.
Under a new agreement between the two firms, more than 10,500 financial advisors will be able to view, generate on demand and manage personalized performance reports for client accounts through Albridge’s Portfolio Management Tool.
The platform also allows users to collect, normalize and consolidate data for mutual fund, brokerage, managed account, bank and insurance products.