Albridge Solutions Inc., a provider of enterprise data management (EDM), web-based portfolio accounting and performance reporting applications, says broker-dealer Securian Financial Services has bought technology from the firm. The technology will give Securian’s financial advisors with a a consolidated view of key client holdings. In addition, Securian’s advisors will be able to generate a variety of performance, asset allocation, holdings, transactions, and benchmarking reports for clients, on demand.
“Albridge is recognized as the leader in delivering enterprise data consolidation and wealth reporting solutions in the independent broker-dealer community,” says George Connolly, president and chief executive officer, Securian Financial Services. “In today’s fast-changing market environment, the capabilities that Albridge provides allow us to offer advisors a consolidated view of clients’ total net worth and more comprehensive portfolio reporting to monitor asset growth. This will be a key success factor in our ability to strengthen and establish long-term advisor relationships.”
“Securian Financial Group is one of the nation’s most well established financial services firms,” adds Greg Pacholski, president and chief executive officer, Albridge Solutions. “We look forward to working as a strategic ally in helping Securian Financial Group’s trusted advisors access the critical client data, reporting solutions and business tools they need to operate even more efficiently and help meet their clients’ diverse financial goals.”
Securian Financial Group was founded in 1880, and sells insurance, retirement plans and investments.