Albridge Wealth Reporting

by **Neumann** » Fri Feb 01, 2008 12:15 pm

Does anyone use this or a similar program to report all client assets, including ones not managed by you or your firm?

I have included the link to the video I just watched.

Neumann

[http://cts.vresp.com/c/?AlbridgeSolutions/4b8c20e397/72ef751d1c/2f43ef7260/utm_campaign=High%20net%20worth%20individuals%20want%20one%20report%20that%20shows%20all%20of%20their%20assets&utm_content=neumannb@hdvest.net&utm_medium=Email&utm_source=VerticalResponse&utm_term=Text%20Version%20-%20Link%201]

by **shawn** » Tue Feb 12, 2008 6:11 pm

Has anyone had experience with asset management software by Black Diamond? Good or bad?

by **schulzes** » Sun Jul 05, 2009 4:15 pm

Wouldnt do business without it!

by **Rocket, CFP(R)** » Mon Jul 06, 2009 5:33 am

Neumann wrote:Does anyone use this or a similar program to report all client assets, including ones not managed by you or your firm?I have included the link to the video I just watched.Neumann[http://cts.vresp.com/c/?AlbridgeSolutions/4b8c20e397/72ef751d1c/2f43ef7260/utm_campaign=High%20net%20worth%20individuals%20want%20one%20report%20that%20shows%20all%20of%20their%20assets&utm_content=neumannb@hdvest.net&utm_medium=Email&utm_source=VerticalResponse&utm_term=Text%20Version%20-%20Link%201]

This link does not work.

by **red_MnM** » Mon Jul 06, 2009 2:43 pm

I think this post is just so old the link isn't valid any longer. Doesn't Albridge charge a bloody fortune, anyway? Here is a link to a recent podcast reviewing a new (and lower cost) program that may work for some smaller, independent RIAs:

http://www.prwebpodcast.com/releases/pod2534234.htm

by **airkal212** » Thu Sep 10, 2009 4:44 pm

I've used Albridge for years and I love it. Great tool.

by **Jeremy@AA** » Wed Nov 04, 2009 9:47 pm

airkal212 wrote:I've used Albridge for years and I love it. Great tool.

Many of our clients use Albridge. I hear nothing but good comments and their data flows into our AdvisorVision (financial planning) and ClientVision (CRM) applications seamlessly. Integration with their data makes doing a plan about 75% faster and the held away assets details provide for great business opportunities.
www.adviceamerica.com