These short training clips highlight the many features and functionalities of the Albridge Wealth Reporting application. They can be viewed over any current computer with an installed sound card and speakers (or a headphone jack and headphones).
A short video introducing Albridge Solutions and the Albridge Wealth Reporting application.
2. Client List / Navigation Overview(11 mins. 47 secs.)
This session provides an overview of the basic navigation of Albridge Wealth Reporting. An in depth look in to the advisor's client list is also explored including, searching for a specific client and reviewing their client’s personal contact information and specific accounts.
Albridge Fee Billing™ is a fee calculation and billing system that is fully integrated into Albridge Wealth Reporting. Fee billing allows financial advisors to create and manage fee structures and complex billing with new flexibility and ease. This session will walk you through the Fee Billing Process from creating a Fee Structure, to setting up a Batch Bill and creating a Bill Group. Albridge Fee Billing is a “billing department in a box”; learn how to automate most of the workflow around fee billing.
The Data Tools Overview session explores real reasons all of your data may not be fully available in Albridge Wealth Reporting the first time you access the system. An in depth review of the Data Tools components will be explored including “Mapping of Your Variable Annuity Accounts”, “Assigning Orphaned Accounts” and “Ordering Missing Data” directly from DST.
Albridge Solution’s Data Aggregation session will show you how to bring in your clients held away assets into Albridge Wealth Reporting. This session will walk you through the set up phase of the Data Aggregation process and show you how to register you client for access to Albridge Wealth Reporting. Data Aggregation will provide you with a holistic view of your clients’ total assets; which will improve your ability to advise your clients, implement their financial plans and guide them toward their financial goals.
The New Portfolio feature gives an advisor the ability to group together clients and accounts in order to report on specific accounts or groups of clients for reporting purposes. This session shows the steps involved in creating a New Portfolio based on advisors' reporting needs.
This session focuses on utilizing Albridge Solutions reporting features. It includes a detailed overview of all the Client reports. Batch reporting and statement packages are also discussed in this session
This session focuses on each of the Advisor Reports found within the Albridge Wealth Reporting Tool, to help an advisor gain insight from a global perspective across their entire book of business.
Albridge Wealth Reporting’s Batch Jobs feature lets you automate the task of compiling and preparing client statements. This session will show you how to reduce the time you spend preparing your client’s statements manually whether on a monthly, quarterly or annual basis.
This session highlights the Manual Account feature which is one of the more flexible attributes of Albridge Wealth Reporting. This feature enables advisors to create a manual account and enter investable assets into that account that would otherwise not be available for reporting.
This session highlights the creation of Model Portfolios in Albridge Wealth Reporting which provide a standard against which advisors can compare their clients' portfolio holdings and asset allocation.
A Benchmark is a standard, used for comparison. Learn how Albridge Wealth Reporting’s Benchmark feature allows advisors to select a Benchmark index or create a composite index with which to compare the performance of a client’s portfolio.
This session explores how an advisor can give their clients access to Albridge Wealth Reporting in order to view their own accounts using their own username and password.
The Performance Reporting Calculation Method Session highlights the rate of return formula Modified Dietz currently used by Albridge Solutions to calculate performance. We will demonstrate how this CFA (formally AIMR) compliant formula compares to other outstanding formulas. We also show how positive cash flows affect the rate of return. This session will arm you with the tools needed to understand performance reporting and its calculation methods.
Albridge Solution’s Tax Lot Reporting is a feature within Albridge Wealth Reporting. This feature provides advisors and investors with a detailed breakdown of realized and unrealized gains by holding period and by specific tax lot. This training session will cover each step of the Tax Lot Process. We will cover Tax Lot Accounting Methods, Tax Lot Assignment as well as the new Tax Lot Gain/Loss Reports. Learn how Tax Lot Reporting allows advisors to proactively manage the tax implications of investment decision for each asset, account or portfolio.
Albridge Solutions Cost Basis – Average Cost Assignment feature is a method for entering cost basis information. This session will walk you through Average Cost Assignment; which allows the advisor to efficiently assign a unit cost or total cost to the initial position of an asset. The cost basis information is used in the Gain Loss by Investor Report; which provides unrealized and realized gain/loss reporting for the assets within the selected portfolio.
The Manual Entry feature is not avaliable to all users. Please contact your broker-dealer to determine if this feature is avaliable to you.
The Manual Entry feature is not avaliable to all users. Please contact your broker-dealer to determine if this feature is avaliable to you.