Albridge Solutions says its EDM and wealth reporting technology has been implemented by Securities America, Inc.
Albridge’s platform will serve as the client information database and wealth reporting technology behind Securities America’s Wealth Monitor application that is accessed by the firm’s network of 1,800 financial advisors.
Albridge says it provides Securities America’s financial advisors with the ability to generate on demand, personalized performance reports on client accounts, and access to a consolidated view of their clients’ net worth.
“Access to Albridge’s technology provides Securities America advisors with access to a powerful tool for providing consolidated reporting on their clients’ accounts and ensuring that results align closely with a client’s financial plan,” says Securities America’s Dennis King, the vice president of business development. “This is a capability that select few financial advisors across the industry can offer today.”
“Financial services firms like Securities America that address the need to provide clients with a consolidated view of their net worth are at the forefront of the industry,” adds Jake Rohn, an executive vice president at Albridge Solutions. “We look forward to delivering wealth reporting solutions that help Securities America’s financial advisors provide unsurpassed wealth management service to their clients.”