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:
- Email support@bettermentforadvisors.com and request to enable the Albridge integration for your firm.
- 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.