Relative to other systems available today, there's really very little you need to do in order to get started when using Albridge Wealth Reporting, because your clients and their data have already been loaded into the system! Here are the few one-time steps we suggest you take before unleashing this powerful tool in your practice. Please feel free to print this page for easy reference.

1. Check Your Client Names
It's a good idea for you to go through your client list and actually verify the results. Click on "Administration" then on "Edit Names." This feature will allow you to quickly view and edit your clients' names. (ID number and account registration are displayed for reference purposes.)

2. Verify That We Are Receiving All Product Company Data
a) Click on "Rep Reports." Then select the report "Product Companies By Assets Under Management" and click "Go." Review the report results to see if any product companies you have done business with are missing from the list

b) For any Variable Annuity companies not listed:

• Find your Agent ID for that product company by looking at a recent statement or by contacting them directly
• Click on "Administration" and select the "Data Tools" option. Select the "Map VA/VUL Agent ID" tab and make sure your Agent ID is listed. If not, insert your Agent ID along with a sample client account and ID and click "Submit." All of your variable annuity accounts in our database will then be assigned to you.
• If this is unsuccessful, try Step 4 on this list.

3. Assign Your Orphaned Accounts
In rare occasions, product companies will send an incorrect ID with an account. The "Assign Orphan Accounts" feature enables you to correct these errors, provided we are able to identify them up-front. Click on "Administration" and select the "Data Tools" option. Select the tab "Assign Orphan Accts" and, for any accounts listed, add the correct ID and click "Submit." If there are no accounts listed in this tab, then proceed to Step 4.

4. Order Missing Account Data
A few product companies require your permission to release your client account data to us so we can report on it. This feature allows you to give your permission electronically to the product company via DST Fanmail and request that your client account information be sent to us. Click on "Administration" and select the "Data Tools" option. Select the tab "Order Missing Data", check all applicable product companies from the displayed list and click "Next." Provide a sample client name and account number for the listed product companies and click "Submit."

5. Create Client Portfolios
To provide additional consolidation of your data, you can choose to group your clients into meaningful portfolios/households. Click on the "Create Portfolio" link and follow the instructions to guide you through the process.

Please Note: For your clients who use custodians such as DLJ, First Trust, etc., their assets will not appear under their individual client name, so it would be beneficial to create a portfolio. Also, if you do business with trusts, you must check the "Some Accts" button for those trust client records to then be able to add those individual client accounts into the new portfolio.

Albridge Wealth Reporting is designed to help make you more efficient and productive. Following the simple steps outlined above will help ensure that you get the most out of this powerful business tool.

Questions?
While logged in to the Albridge Wealth Reporting application, click on the "Customer Service" link (at the top right of your screen). This Customer Service page will provide the appropriate contact information.