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How to set up the Albridge integration

Updated June 18, 2024 • 1 min read
Betterment Editors

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:


  1. Log in to your advisor dashboard and navigate to Settings > Integrations.
  2. Select Albridge from the list and click Connect to Albridge.
  3. Once you see confirmation that the integration is connected, data will be sent to Albridge within one business day.
  4. Reach out to Albridge directly to configure the integration.
Betterment Editors

Betterment’s editorial team draws on decades of combined experience to bring you clear, practical points of view on personal finance, investing, and long-term wealth. Together, we demystify money decisions, help you size up options, and share the knowledge needed to build wealth with confidence and ease.