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8 Results from /wealth, "Albridge Solutions"

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Cuso selects Albridge for data management and wealth reporting

Cuso Financial Services (CFS), a full-service broker-dealer and SEC Registered Investment Adviser that provides customized investment and insurance solutions to the credit union industry, has selected Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, to provide enhanced data management and wealth reporting solutions to advisors within the CFS network.

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PNC buys Albridge Solutions

The PNC Financial Services Group, Inc. (NYSE: PNC) announced today it has signed a definitive agreement to acquire Lawrenceville, N.J., - based Albridge Solutions Inc., a provider of portfolio accounting and enterprise wealth management services.

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Albridge signs First Southwest to wealth reporting platform

Albridge Solutions, a provider of portfolio accounting and wealth management services, will deliver its enterprise data consolidation and wealth management platform to First Southwest Correspondent Clearing and its network of introducing broker-dealers.

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Albridge enhances wealth reporting platform

Albridge Solutions, a provider of enterprise wealth management services and technology expanded the capabilities of its Albridge Wealth Reporting platform to include mutual fund and ETF research capabilities, along with proposal generation and hypothetical illustrations.

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Investors Capital rolls out Albridge data management and wealth reporting product

Investors Capital Corporation, a premier independent broker/dealer, has adopted Albridge Solutions' enterprise data management (EDM), Web-based portfolio accounting and performance reporting solutions.

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SunGard integrates Albridge consolidated data with PlanningStation

SunGard and Albridge Solutions announced today the completion of data integration between SunGard's financial modeling and planning solution and Albridge's consolidated client data.

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Securian Financial Services selects Albridge wealth management technology

Albridge Solutions Inc., a leading provider of enterprise data management (EDM), web-based portfolio accounting and performance reporting solutions, and Securian Financial Services, Inc., the broker-dealer for Securian Financial Group, Inc., announced an agreement to provide Securian's financial advisors with a consolidated view of key client data and access to comprehensive on demand reporting capabilities through Albridge Wealth Reporting (AWR).

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Reliance Trust selects Albridge performance measurement system

Albridge Solutions, the industry leader in enterprise financial data consolidation and performance reporting, announced today that Reliance Trust Company (Reliance), one of the largest independent trust companies in the country has selected Albridge Solutions' Wealth Reporting to provide Reliance's trust advisors and outsourcing clients with advanced performance measurement reports through Albridge's comprehensive state-of-the-art data aggregation, consolidation and delivery technology.

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