Printer Friendly
The Free Library
19,585,946 articles and books
Member login
User name  
Password 
 
Join us Forgot password?

Albridge Solutions and American Portfolios Partner to Provide Clients with Complete Financial Planning Solution.


LAWRENCEVILLE Lawrenceville is the name of several places:
  • Lawrenceville, Georgia
  • Lawrenceville, Illinois
  • Lawrenceville, New Jersey
  • The Lawrenceville School
  • Lawrenceville, Ohio
  • Lawrenceville, Pennsylvania
, N.J. -- Deploys Data Aggregation Solution to Manage Client's Domiciled dom·i·cile  
n.
1. A residence; a home.

2. One's legal residence.

v. dom·i·ciled, dom·i·cil·ing, dom·i·ciles

v.tr.
1.
 and Held-Away Assets

Albridge Solutions (formerly StatementOne), the industry leader in enterprise financial data consolidation and performance reporting, announced today that they will provide American Portfolios Financial Services The examples and perspective in this article or section may not represent a worldwide view of the subject.
Please [ improve this article] or discuss the issue on the talk page.
 with data aggregation services for accessing information on client's held-away assets.

Albridge Data Aggregation, powered by CashEdge, will bring American Portfolio's client's held-away asset information into the Albridge Wealth Reporting Solution. Albridge Data Aggregation has been designed to deliver a seamless, tightly integrated data consolidation and reporting experience. Typical held-away asset information includes self-directed brokerage accounts Brokerage Account

An arrangement between an investor and a licensed brokerage firm that allows the investor to deposit funds with the firm and place investment orders through the brokerage, which then carries out the transactions on the investor's behalf.
, away asset management accounts, trust accounts, pension plans, 401k's and IRA's.

Lon Dolber, American Portfolio's Chief Executive Office, said, "The modern financial advisor has become a relationship manager who is in business to provide his clients with the highest quality financial advice. In order to do this, we believe he must have access to the client's entire financial portfolio to fully understand and design the most appropriate financial plan. It's important that we be able to see all of our client's assets, even the ones we do not manage directly. You can't manage what you can't see."

Dolber added, "We have been very pleased with our technology platform from Albridge Solutions, and we're looking for Looking for

In the context of general equities, this describing a buy interest in which a dealer is asked to offer stock, often involving a capital commitment. Antithesis of in touch with.
 a way to access our client's held away assets. Our decision to use the Albridge Data Aggregation solution is part of our long term corporate strategy to provide our financial advisors and clients with the best solutions that the industry has to offer."

"Providing data aggregation is aligned with our strategy to expand the breadth of data that we can consolidate and report. It is critical to our vision of providing a central data repository See repository.  that feeds enterprise and advisor applications," said Greg Pacholski, Albridge's President and Chief Executive Officer.

About Albridge Solutions (formerly StatementOne)

Founded in 1993, Albridge Solutions consolidates enterprise investment account data, delivering a proven Web-based portfolio accounting and performance reporting solution to financial institutions. Albridge Solutions' Web Services (1) Loosely, any online service delivered over the Web. Such usage appears in articles from non-technical sources, but not in IT-oriented publications, because definition #2 below describes the correct use of the term.  platform allows a secure way to pass valuable consolidated information from the Albridge database to other critical applications in a representative's practice such as business planning, analytic an·a·lyt·ic or an·a·lyt·i·cal
adj.
1. Of or relating to analysis or analytics.

2. Expert in or using analysis, especially one who thinks in a logical manner.

3. Psychoanalytic.
, compliance, and CRM (Customer Relationship Management) An integrated information system that is used to plan, schedule and control the presales and postsales activities in an organization.  applications. Albridge Solutions currently manages account data for more than 80 financial institutions, representing over $500 billion in assets, tens of thousands of financial advisors and millions of investors. Their current clients include independent broker dealers, banks and insurance companies. For more information, visit www.albridge.com.
COPYRIGHT 2004 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2004, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

 Reader Opinion

Title:

Comment:



 

Article Details
Printer friendly Cite/link Email Feedback
Publication:Business Wire
Date:Oct 12, 2004
Words:409
Previous Article:Alliance AES/400 Helps Enterprise Users and ISVs Achieve Data Security and Meet Government Privacy Mandates Using Strong Encryption Technology.
Next Article:Warner Home Video Takes You to ``A Home At The End Of The World'' on DVD and VHS November 2.



Related Articles
eMoney Advisor Integrates with Albridge Solutions' Web Services.
Albridge Solutions Selected By TFS Securities for Its Best of Breed Data Aggregation and Advanced Performance Reporting Technologies.
Albridge Solutions and DST Vision Provide Connectivity to Maximize Intermediary Data Management and Reporting Efficiency.
Advanced Equities Financial Corp. Chooses Albridge Solutions for Enterprise Data Consolidation, Portfolio Performance Reporting and Replicated Data...
1st Global Partners with Albridge Solutions to Provide Advanced Technology to Affiliates; Global Access 2005 Delivers Best of Breed Data...
RIAs Can Now Reach Beyond Book-Of-Business To Better Serve Clients; Albridge Solutions Offers Full-Service Virtual Office Platform.
Albridge Data Aggregation Subscribers Outperform Non-Subscribers by 100% in Growth of Clients and Assets Under Management.
Waddell & Reed Chooses Albridge Solutions for Enterprise-Wide Data Consolidation and Wealth Reporting; Will Deploy Albridge's Wealth Reporting...
Albridge Solutions Unveils Integrated Insurance and Investment Reporting Platform; Solution is among the First to Satisfy Advisor Demand for...

Terms of use | Copyright © 2012 Farlex, Inc. | Feedback | For webmasters | Submit articles