Albridge, a Pershing affiliate, has rolled out its new web-based performance reporting platform, Albridge Wealth Reporting. With the new platform, advisors can analyze and report investor performance for individual securities, asset classes, accounts or households over any period of time.
Albridge has also improved the platform’s presentation, reporting, workflow and analytics.
It also features a responsive design with a new global search function, allowing users to bounce from browser to tablet or other mobile devices.
“Our use of responsive design led to the creation of interactive charting capabilities, for example, that allow an advisor to use as few or as many data points as needed, tailored to the specific needs of a particular client at a specific point in time,” said Peter Antonucci, managing director at Pershing.