Alliance companies

About Albridge Solutions

Albridge Solutions is the leading provider of enterprise data management (EDM) and Web-based portfolio accounting and performance reporting solutions to financial services.

Albridge uses patent-pending, state-of-the art technology to collect transaction and position-level data from settlement and clearing firms, custodians, product companies and proprietary systems then cleanses and normalizes the data to power Albridge Wealth Reporting, its Web-based portfolio accounting and performance reporting solution.

100 institutions and 60,000 advisors (including investment management firms, insurance companies, banks, broker/dealers and RIAs), representing $850 billion in assets and millions of investors, rely on Albridge for the high quality consolidated data they need to succeed.

How you can benefit from this alliance

EISI and Albridge Solutions have collaborated to seamlessly pass consolidated client and portfolio information from the Albridge Solutions database directly into NaviPlan financial planning software.

Through Albridge Solutions, client account information is automatically collected from across multiple fund and clearing sources. It is then processed through a comprehensive data warehouse that cleans and reconciles account holdings.

The process to import Albridge Solutions data into NaviPlan is seamless and secure. While connected to the Internet, simply click the Import button in NaviPlan to instantly populate a plan with current client and portfolio information.

This integration benefits advisors because it:

• Enhances client service by providing complete and current financial analysis
• Increases productivity by saving what could be hours of time and effort required for manual data entry
• Improves accuracy by decreasing the chance of data errors

This data import option is available to all registered Albridge Solutions users.

Visit the Albridge Solutions Web site: http://www.albridge.com