Advicent expands integration capabilities with Albridge Wealth Reporting™
Advicent is excited to announce an additional integration with Albridge™ to include an integration between Albridge Wealth Reporting™ and the Figlo® interactive planning tool.
February’s launch of the integration will enable users of Albridge to access real-time data from Albridge Wealth Reporting within the Figlo® tool. Advicent Solutions already supports integrations with Albridge for the NaviPlan® and Profiles™ financial planning applications.
“We are excited to expand our relationship with Albridge,” said Senior Global Product Director at Advicent Solutions, Cory Olson. “By integrating Albridge Wealth Reporting with all three of our financial planning tools, we are giving advisors the opportunity to choose the tool that best fits their needs and their clients’ needs.”
“Albridge provides a consolidated source of data aggregation, allowing advisors to get the full picture of their client’s assets—even those held away,” said Anthony Johnson, Director, Albridge. “Having access to that complete financial picture enables advisors to make better investment decisions on behalf of their clients, and we’re excited to be a part of these three wealth planning tools.”
The Figlo® interactive planning tool allows advisors to provide the unique, client-centric financial planning experience today’s clients demand. For more information on this product integration or to learn more about Advicent Solutions financial planning and marketing communications solutions, please contact firstname.lastname@example.org.
Advisors are invited to attend a webinar hosted by Albridge covering the integration with Figlo which will take place on Thursday, April 14th at 2:00 PM CST.
Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal. To learn more, visit advicentsolutions.com or email email@example.com.
Albridge, an affiliate of Pershing LLC, is a leading provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets. Our proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more. Albridge processes this cleansed data and uses it to power a variety of downstream technology solutions, including performance reporting, sales practice monitoring, data warehousing, business intelligence, imaging and workflow. Albridge provides the foundation for financial organizations to leverage a single source of information to power a number of mission critical technology applications. Additional information is available at albridge.com.