Albridge releases new case study, Levels of Differentiation: Leveraging Technology to Address Client Needs.
August 3, 2015- JERSEY CITY, N.J. - Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced that its Albridge Wealth Reporting (AWR) solution was selected for inclusion in LPL Financial's Vendor Affinity Program. AWR's cloud-based performance reporting solution provides advisors a single view of all of their clients' assets and access to portfolio performance, business analytics and client performance reports on-demand.
August 5, 2014 - LAWRENCEVILLE, NJ - Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced asset allocation reporting enhancements with the integration of Morningstar data, providing greater depth and breadth of analytics and reporting for advisors as well as investors.
June 5, 2014 - HOLLYWOOD, FL, - Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced the introduction of its new Albridge Wealth Reporting platform. The web-based data management platform will feature updated functionality that spans the full user experience and will improve the way advisors can leverage their clients’ portfolio data to provide accurate and insightful analysis.
August 5, 2013 - JERSEY CITY, N.J., Albridge Solutions, Inc., an affiliate of Pershing LLC, a BNY Mellon company, today released a new white paper that finds advisors must have seamless movement of data between third-party financial services applications in order to improve workflow, increase efficiency and stay ahead of their competitors.
October 18, 2012 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, today announced that a leading industry survey named NetX360 for iPad® the number one financial management tool for tablet computers, and Albridge Wealth Reporting(TM) was named the number one portfolio management software.
September 17, 2012 - JERSEY CITY, N.J. Albridge Solutions, Inc. (Albridge), an affiliate of Pershing LLC, a BNY Mellon company, today released an update to its 2010 white paper, "Broker Dealer Sales Practices Oversight: Secrets of Their Success." The new findings for 2012, which come from in-depth surveys with 53 broker dealer firms, show that compliance continues to be a major challenge for broker dealers.
April 4, 2012 - JERSEY CITY, N.J. Albridge Solutions, Inc., an affiliate of Pershing LLC, a BNY Mellon company, today released a new white paper entitled, Democratizing the Rate of Return: Real-time Portfolio Performance and Risk Reports for all Investors. Most notably, the research suggests that financial professionals are not providing investors with a comprehensive picture of their financial well-being.
September 20, 2011 - JERSEY CITY, N.J., Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, today announced the availability of a new whitepaper, The Myth of GIPS: Money-Weighted Return for Client Performance Reporting. Developed in partnership with The Spaulding Group, a recognized leader in investment performance measurement, the whitepaper highlights the common misconceptions associated with the Global Investment Performance Standards (GIPS) explaining how these measurement standards can end up adversely impacting financial and reporting results by investment firms and potentially misleading clients if not used correctly.
April 5, 2011 - LAWRENCEVILLE, N.J., Albridge, an affiliate of Pershing LLC, a BNY Mellon company, announced today that it has achieved re-certification under the prestigious Service Capability & Performance (SCP) Standards. Albridge's re-certification under the SCP Support Standard follows an extensive audit of its Lawrenceville, N.J., client support center. The SCP Standards define a stringent set of performance criteria and represent best practices in the industry.
December 15, 2010 - JERSEY CITY, N.J., BNY Mellon's Pershing affiliate, Albridge, announced today the availability of Broker-Dealer Sales Practices Oversight: Secrets of Their Success. The independent study examines the changing regulatory environment, discusses the potential impact on broker-dealers and provides guidance on best practices for improving oversight of sales practices.