How to set up the Albridge integration


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. Email and request to enable the Albridge integration for your firm.
  2. Once you receive confirmation that the integration is enabled via email, you will be able to reach out to Albridge to set up the integration. This can take a few business days.


For any additional questions, please reach out to