Wealth reporting has never been so accessible and simple than through AP’s highly available and secure networked infrastructure to bring reliable client accounting and performance reporting solutions right through to an advisor’s business and back office.
Available at no additional cost to our advisors, wealth reporting through Albridge Solutions evaluates holdings and tax data, tracks portfolio performance with a choice of return calculations, and even integrates an advisor’s client data with other third-party CRMs and/or financial planning software programs they may currently use.
Simple solutions are made not just elegantly, but efficiently.
Clearing Firm Access
With the firm belief that an infrastructure backed by strong technology is critical to the sustainability of a broker/dealer and its advisors’ businesses, our partnership with Pershing has reinforced this with its powerful Web-based interface that is designed to be integrated into a thriving and active practice. Through the NetX360 portal, access to account information, trading activities, market data and research, tools and analytical capabilities is seamless. What’s more, NetX360’s open architecture configuration allows an advisor to easily integrate their CRM, performance reporting tool and/or market data online resource of choice with NetX360. Furthermore, the client experience of having full, 24/7 online access to their accounts and associated documentation through NetExchange Client is hugely important in establishing transparency, credibility and long-lasting relationships.
Web services are the enhanced capabilities that take broker/dealer-provided consolidated account data and portfolio holdings, bringing them into other essential applications within an investment professional’s financial practice. Through agreements with many Web services firms, the combination of data aggregation services through Albridge Wealth Reporting and other financial service software companies that integrate Web services into their applications, allows APFS to offer its affiliated professionals access to highly sophisticated financial analytical tools.
American Portfolios currently has agreements with several Web service providers and products included, but not limited to:
- eMoney Advisor
- Morningstar Workstation
- Pareto Systems
- SunGard Planning Station