How to set up the Albridge integration Jun 18, 2024 1:51:51 PM Overview Albridge Wealth Reporting is a portfolio management system integrating portfolio accounting and performance reporting to deliver an accurate, single view of all of your clients' assets. The information sent to Albridge includes: Account information Positions Transactions Tickers and prices Enabling the integration You can set up this integration for your firm by taking the following steps: Log in to your advisor dashboard and navigate to Settings > Integrations. Select Albridge from the list and click Connect to Albridge. Once you see confirmation that the integration is connected, data will be sent to Albridge within one business day. Reach out to Albridge directly to configure the integration.