Albridge has relationships with more than 50 of the industry’s leading technology providers. Through our Applink™ integration solution, clients can seamlessly access tools for Customer Relationship Management (CRM), portfolio management, risk management and more. This drives efficiency and allows advisors to maximize the use of client account data. Our interoperability helps firms and advisors create an integrated technology ecosystem of best-of-breed providers.
Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization.
Regardless of the size of your organization, inStream can help streamline your payment processing by creating a fully outsourced solution that adds to your suite of capabilities, enabling you to attract new customers
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
RightCapital's innovative financial planning solution allows financial advisors to:
• Differentiate their value for more clients.
• Create a simple plan in as little as 10 minutes.
• Empower themselves to evolve with planning needs.
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
Open to forming a new partnership? Contact firstname.lastname@example.org and we’ll help you facilitate integrations that will grow your business.
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