Company Overview of Albridge Solutions, Inc.

Company Overview

Albridge Solutions, Inc. provides portfolio accounting and enterprise wealth management services. Its wealth management technology consolidates and reconciles client account information from various data sources that represent mutual funds, banking, brokerage, insurance, retirement, and managed accounts. It offers enterprise data management, portfolio management system, and virtual network infrastructure for enterprise wealth management platforms used by financial institutions, financial advisors, registered investment advisors, and asset managers; replicated data services for consolidating, normalizing, cleansing, and storing transaction and position information from multiple back-office an...

Albridge Solutions, Inc. provides portfolio accounting and enterprise wealth management services. Its wealth management technology consolidates and reconciles client account information from various data sources that represent mutual funds, banking, brokerage, insurance, retirement, and managed accounts. It offers enterprise data management, portfolio management system, and virtual network infrastructure for enterprise wealth management platforms used by financial institutions, financial advisors, registered investment advisors, and asset managers; replicated data services for consolidating, normalizing, cleansing, and storing transaction and position information from multiple back-office and legacy systems; and white papers. The company also provides portfolio management systems, such as wealth reporting applications, custodian and product data sources, client portfolio information, and advisor reports, as well as offers calculations for measuring and reporting on performance at the individual holding, asset class, account, investor, and consolidated portfolio levels. In addition, it offers Web services platforms and workstations; data aggregations; fee calculation and billing tools; managed account platforms; and access to consolidated historical transaction data and client information. The company provides enterprise wealth management services for brokerage firms, independent broker dealers and insurance companies, banks, family offices/wealth managers, and asset managers; and financial professionals, such as registered investment advisors, registered reps, and back-office personnel. Albridge Solutions, Inc. was formerly known as StatementOne, Inc. The company is headquartered in Lawrenceville, New Jersey.Albridge Solutions, Inc operates as a subsidiary of Pershing Group LLC.

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