1. Opportunities in Albridge
Steve Schreiber

2. Opportunities in Albridge
External links or “Applinks”
Advisor reports and filters
Batch jobs

3. External links

4. External links or “Applinks”

5. Albridge.com  Integrations

6. Applinks available

7. 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

9. Advisor reports and filters

10. Advisor reporting

11. Reporting available

12. Clients by assets under management

13. Top clients

14. Possible “C” clients

15. Clicking on the AUM link

16. Portfolio level reporting might be more significant

17. Portfolio by AUM

18. Product companies by AUM

19. Product companies by AUM

20. Product companies by sales

21. Product companies by sales

22. New accounts

23. Master client information

24. Client holdings

25. Client holdings

26. Filters!

27. Creating a filter

28. 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

29. 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

30. Endless possibilities
Filter by
Insurance
Under 65 with xxx,xxx in net worth
REITs
State = HI
Withdrawals
Transfer in / out

31. Batch Jobs

32. Batch jobs

33. or print

34. 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

35. Thank you!