Manage Your Business, Not Your Data

We provide the foundation for financial organizations to leverage a single source of consistent and reliable information to power a number of mission critical technology applications.

View more information on the Albridge Advantage

Why Albridge?

  • More than 10 years of experience delivering multi-custodial solutions
  • Albridge Ranked #1 Portfolio Management System 4 Years in a Row - By Financial Planning Magazine (2011 and 2010) and by InvestmentNews (2014, 2013 and 2012)
  • Interoperability with more than 50 technology providers

Performance Reporting

Albridge offers a scalable and reliable portfolio accounting and performance reporting solutions. Albridge performance reporting provides configurable reporting, personalized rate-of-return calculations, flexible delivery with a focus on data quality.

Deliver transparent and accurate reporting

Albridge Ranked #1 Portfolio Management System 4 Years in a Row - By Financial Planning Magazine (2011 and 2010) and by InvestmentNews (2013 and 2012)

Performance Reporting

Enterprise Data Management

Smarter decisions depend on complete, accurate and timely information. Albridge helps financial organizations consolidate customer information from dozens of diverse sources to create a holistic view of client relationships.

Leverage a single source of data

Enterprise Data Management

Business Intelligence

Albridge business intelligence solutions provide financial organizations with powerful analytics, reports and predictive models that can drive decisions and profitability, uncover new revenue opportunities, and improve operations and client service.

Get ahead of the curve

More and more businesses realize that business intelligence is not just a tool but rather a key corporate asset that they can use to survive.”

Forrester Research

Business Intelligence

Compliance Management

At Albridge, we recognize that managing compliance is a key priority for financial organizations. Our compliance management capabilities empower financial organizations to conduct firm-wide surveillance. Drawing from multi-custodial data across diverse systems firms receive streamlined exception recognition, documentation and reporting.

Automate compliance processes

Broker-dealers that have implemented best practices consistently report that they have increased confidence in their ability to expand investment advisors and AUM , without having to increase in compliance staff head count.”

Adam Antoniades
President, First Allied

Compliance Management

Operations Management

The Albridge data management model was created to be the foundation of a financial organization. Our experience in the broker-dealer space built the foundation that enable your operational teams to tap into our expertise and workflow tools to improve your firms efficiency.

Improve operational efficiency

Broker-dealers are projected to grow by 21% per year, doubling in size over the next five years.”

Broker-Dealer of the Future Study,
Pershing LLC

Operations Management


Albridge's open architecture allows financial organizations to leverage our enterprise data management platform to power other mission critical applications. Both investment professionals and back office teams can leverage their preferred business applications while using a single consistent and reliable source of data.

Improve enterprise collaboration

Due to the nature of our business, data access has always been a challenge. Albridge is one of the few providers that truly understands how to bring multiple sources of financial services data together to get a single client view.”

Lon T. Dolber,
CEO, CIO & President
American Portfolios Holdings, Inc. (APH)


Industry Perspectives

The Answer to What Advisors Are Looking For

Independent advisors now have an opportunity, through the integration of three industry-leading solutions, to leverage technology that's as effective as anything on the market. See how, through this recorded webcast presented by MoneyGuidePro, Redtail Technology, and Albridge


Albridge Announces the Integration of Albridge Wealth Reporting into LPL's Vendor Affinity Program

Featured Solution

Responsive design. Interactive dashboards. Dynamic charting.

Albridge Wealth Reporting

The new Albridge Wealth Reporting solution enables advisors to provide an optimized client experience—with anytime, anywhere access from any device. The next generation of wealth reporting is here—get a glimpse into the new advisor experience now.

Let's Talk Integration

ByAllAccounts has recently become an Applink provider—offering an additional option for clients seeking information on held-away assets. Find out more about this new integration as well as other new providers including Riskalyze and Rixtrema here.

Data Quality ScorecardWe are pleased to announce the latest innovation to our Data Excellence program: The Albridge Data Quality Benchmark, designed to help broker-dealers assess the quality of data they receive from companies. It also enables data source and product companies to more accurately identify and monitor their competitive strengths and opportunities for business improvement.

Find out more here