Albridge Solutions Inc. announced that its EDM and wealth reporting technology has been implemented by First Financial Planners, Inc., a subsidiary of Advanced Equities Financial Corp. The technology enables First Financial Planners (FFP) to manage critical enterprise data and provides access to a consolidated view of their clients’ brokerage assets.
The Missouri-based FFP will also provide its network of 350 financial advisors with access to the reporting capabilities of Albridge Wealth Reporting.
“Our commitment to improving service, combined with market demand, led us to work with Albridge Solutions,” says Craig Junkins, the president of FFP Securites, Inc. “There is tremendous benefit in accessing a tool that consolidates clients’ investments on a single report and that also serves as a foundation for implementing efficient risk management solutions.”
“Research from Capgemini highlights that access to reporting which allows an investor to review consolidated performance is one of the two most significant challenges financial institutions and advisors currently face,” adds Jake Rohn, the executive vice president of Albridge Solutions. “We look forward to working with FFP and their advisors to help them meet this challenge and take advantage of enterprise data management and wealth reporting technology to provide a higher level of client service and manage essential business processes more efficiently.”