Source: Albridge Solutions
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).
Albridge's technology will enable Securian's financial advisors to provide clients with a consolidated view of their investment holdings. In addition, through AWR, Securian's advisors will be able to generate a variety of performance, asset allocation, holdings, transactions, and benchmarking reports for clients, on demand.
Combined, Albridge's technology solutions empower Securian's advisors with a more complete view of their clients' total net worth, enabling them to deliver more comprehensive financial planning advice, offer a higher level of client service and more efficiently work with their clients to monitor asset growth and portfolio performance.
"Albridge is recognized as the leader in delivering enterprise data consolidation and wealth reporting solutions in the independent broker-dealer community," said George Connolly, president and chief executive officer, Securian Financial Services. "In today's fast-changing market environment, the capabilities that Albridge provides allow us to offer advisors a consolidated view of clients' total net worth and more comprehensive portfolio reporting to monitor asset growth. This will be a key success factor in our ability to strengthen and establish long-term advisor relationships."
"Securian Financial Group is one of the nation's most well established financial services firms," said Greg Pacholski, president and chief executive officer, Albridge Solutions. "We look forward to working as a strategic ally in helping Securian Financial Group's trusted advisors access the critical client data, reporting solutions and business tools they need to operate even more efficiently and help meet their clients' diverse financial goals."