Reliance Trust Company has selected Albridge Solutions’ Wealth Reporting to provide Reliance’s trust advisors and outsourcing clients with performance measurement reports through Albridge’s data aggregation, consolidation and delivery technology.
Albridge’s Wealth Reporting provides financial institutions, their advisors, and their permissioned clients with access to the transaction-level data. Albridge clients are provided with a hierarchical view which provides users at all levels the ability to view, analyze and report on their respective clients and/or account information. Advisors can create on-line portfolios, households of any combination of clients or accounts and can generate reports to use in their practices. Users are also empowered with the ability to automate the preparation of regularly reoccurring statements and reports as well as e-mailing them to clients.
By utilizing Albridge’s automated account consolidation and performance reporting solution, Reliance will provide affiliated advisors with a suite of solutions designed to increase competitiveness, streamline processes and enhance client service as well as assist in compliance and recruiting.