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Albridge | BNY Mellon

For 19 years, BNY Mellon’s Albridge has been the industry leader in aggregating multi-custodial, insurance, and direct-to-fund data from hundreds of sources to provide a consolidated view of assets. The firm’s relentless focus on data quality means that clients can rely on timely, accurate, and complete information.

Albridge has over 50 million accounts on their platform and half of the investing households in the US have an account somewhere on their system. In the document management space, Albridge has a storage solution that is in compliance with SEC Rule 17a-4, which helps broker-dealers drive efficiency with their workflow capabilities. Albridge also has a market leading compliance surveillance solution which helps to automate a broker-dealer’s compliance responsibilities and a data warehouse solution which helps a broker-dealer to use data-driven insights to drive decisions.

Website

https://www.albridge.com/

Contacts

https://www.facebook.com/Albridge/

Albridge | BNYMellon
  • Wealth Reporting
  • Performance Reporting
  • Compliance
  • Operations
  • Data Aggregation
  • Data Management
Albridge | BNYMellon

Companies that integrate with Albridge

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
#CRM
Cheshire Wealth Manager
Cheshire Wealth Manager
Cheshire Wealth Manager is a fully integrated financial and retirement planning software.
#Financial Planning #Analytics
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
fiserv
Fiserv
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.
#Account Aggregation #Analytics #Risk Profiling #Data&Analytics #Core Banking #Cybersecurity #Lending #Online Banking #Taxes Solutions / Bills / Invoices
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
Money Tree
Money Tree
Money Tree Software offers professional financial planning solutions for advisors.
#Financial Planning #Analytics #Investment Research
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
NaviPlan by Advicent
NaviPlan | Advicent
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.
#Financial Planning #Account Aggregation #Analytics #Portfolio Management #Risk Profiling #Retirement Planning #Tax Planning
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
RightCapital
RightCapital
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.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
Riskalyze
Riskalyze
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.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
RiXtrema
RiXtrema
Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers.
#Retirement Planning #Analytics #Financial Planning #Risk Profiling
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
#Risk Profiling #Portfolio Reporting
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

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Albridge | BNYMellon

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