Opportunities in Albridge Steve Schreiber
Opportunities in Albridge External links or “Applinks” Advisor reports and filters Batch jobs
External links
External links or “Applinks”
Albridge.com Integrations
Applinks available
Applinks available AdviceAmerica - AdvisorVision Advicent - NaviPlan and Profiles and Figlo Advisor Products Inc. - AdvisorSites AdvisoryWorld - ICE Allied Financial - Act4Advisors AppCrown - CRM Aralia - Estate Planning Network Big Contacts - Big Contacts for Financial Professionals BlackRock - BlackRock Advisor Site, Fund Information Blaze Portfolio - Atom Align Cheshire Software - Wealth Manager Client Marketing Systems, Inc. - Advisors Assistant CRM Software - Junxure I Eaton Vance - Eaton Vance Products, Fund Information Ebix CRM - SmartOffice Efficient Technology, Inc. - Quik! Forms Library eMoney - Advisor Platform Finance Logix - Advisor and Client Portal Fiserv - AllData Advisor® Gentech - Nexus Gravity Investments - G-Sphere, Portfolio Diversification and Optimization Gx Works LLC - HiddenLevers inStream - Financial Planning Interactive Data - Albridge Market Information LaserApp - Form Filling Technology LifeYield - Unified Managed Household & Retirement Income Technology Lumen Systems - Financial Planning Professional MasterPlan Financial Software - MasterPlan Money Tree Software - TOTAL Planning System Morningstar® - ByAllAccounts NICE Actimize - Actimize Brokerage Compliance Ordex Systems - WealthMax Pareto Platform - Business Development Relationship Management Pershing, a BNY Mellon company - NetX360® PIE Technologies - MoneyGuidePro ProTracker - ProTracker Advantage Prudential - Prudential Funds Professional Site, Fund Information Redtail Technology - Our Business Online Riskalyze - Risk Management RiXtrema - Risk Analysis Smarsh - smarshCRM SunGard - PlanningStation / AllocationMaster Sycamore - Client Manager, Compliance Manager Tango Consulting - Analytics Upswing - Upswing CRM for Advisors Wealth2K - Income for Life Model Wealthbox - CRM Wealthtrace - Financial Planning
Advisor reports and filters
Advisor reporting
Reporting available
Clients by assets under management
Top clients
Possible “C” clients
Clicking on the AUM link
Portfolio level reporting might be more significant
Portfolio by AUM
Product companies by AUM
Product companies by AUM
Product companies by sales
Product companies by sales
New accounts
Master client information
Client holdings
Client holdings
Filters!
Creating a filter
Endless possibilities Some ideas of ways you may utilize these filters Filter by Non qualified money: i.e. VAs with start date of Client age Rep code Specific share types: i.e. C share mutual funds for share class conversion
Endless possibilities Filter by All accounts with cash or cash-like positions Clients over 70 with IRA money: i.e. RMDs Fees Dividends Money managers Who holds American Funds direct or other specific position
Endless possibilities Filter by Insurance Under 65 with xxx,xxx in net worth REITs State = HI Withdrawals Transfer in / out
Batch Jobs
Batch jobs
Email or print
Why batch jobs? Advantage of email Advantage of print Client receives the report on the run date Advantage of print Control Can do more prep in advance of the meeting without fielding many calls at one time
Thank you!