14 December 2017
visit www.avoka.com

Investors Capital rolls out Albridge data management and wealth reporting product

22 May 2007  |  2151 views  |  0 Source: Investors Capital Corporation

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

The technology will soon be made available to Investors Capital's network of more than 700 financial advisors.

Investors Capital's implementation of the Albridge Wealth Reporting portfolio accounting and EDM technologies reflects the continuing transition among financial institutions from third-party practice management solutions. Relying on Albridge Wealth Reporting, Investors Capital's financial advisors will have the ability to generate on demand, personalized performance reports, produce consolidated client statements and access a consolidated view of their clients' net worth across a total of 170,000 client accounts.

"Albridge's technology takes our financial advisors' service capabilities to the next level, beyond basic practice management tools. Our financial advisors will have access to high quality data and a greater depth of consolidated reporting capabilities for their clients' accounts, which are the most important factors in helping ensure their clients' financial plans achieve success," said Tim Murphy, President, Investors Capital Corporation.

"Financial services firms like Investors Capital that implement EDM and portfolio accounting solutions to provide clients with a consolidated view of their net worth are empowering financial advisors with the ability to deliver a higher level of service to investors," said Jake Rohn, executive vice president, Albridge Solutions. "We look forward to working with Investors Capital and powering their financial advisors' efforts to deliver wealth reporting solutions that result in unsurpassed wealth management services for their clients."

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit www.aciworldwide.comvisit www.atos.netvisit www.response.ncr.com

Top topics

Most viewed Most shared
Deutsche Bank paper hails 'huge' blockchain potentialDeutsche Bank paper hails 'huge' blockchai...
10138 views comments | 16 tweets | 25 linkedin
satelliteRipple completes XRP Lockup
9003 views comments | 3 tweets | 2 linkedin
PSD2: Laying the regulatory foundation for a new age in paymentsPSD2: Laying the regulatory foundation for...
8827 views comments | 17 tweets | 36 linkedin
Alior Bank to use Open API platform and accelerator to create fintech marketplaceAlior Bank to use Open API platform and ac...
7562 views comments | 20 tweets | 11 linkedin
Brits flock to digital-only banksBrits flock to digital-only banks
7182 views 11 comments | 11 tweets | 15 linkedin

Featured job

Competitive base, commission, benefits
London, UK

Find your next job