The consolidated data and wealth reporting technology of Albridge Solutions, a provider of enterprise data management (EDM) and performance reporting, has been implemented by Minnesota-based White Oaks Wealth Advisors.
Albridge will consolidate data from National Advisors Trust Company and Charles Schwab on behalf of White Oaks Wealth Advisors and provide asset reporting across more than 700 client accounts, representing assets of more than $200 million, says Albridge Solutions.
“In today’s fast-moving investment environment, high-net-worth clients expect to have access to detailed reporting on their assets as a matter of course,” says Sharon Bloodworth, vice president, White Oaks Wealth Advisors. “Implementing Albridge Wealth Reporting will enable us to exceed our clients’ expectations and deliver an unmatched level of service and financial advice.”
“Albridge is committed to supporting the efforts of firms like White Oaks Wealth Advisors to deliver superior wealth management services based on a more comprehensive understanding of their clients’ assets,” says Rob Gregov, vice president, Albridge.
“Delivering on this commitment begins-and ends-with access to wealth management technology solutions that provide one consolidated performance report that encompasses all of a client’s assets and accounts, helping them to more fully understand their assets and measure the success of their financial plan,” he continues.