Consolidating information in option transactions
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This consolidation process requires an investment in people and infrastructure and an allocation of time from the finite amount available during the overnight “batch-cycle”.
The regulatory environment leaves timely consolidated data in high demand.
You can also use it to quickly summarize data in a single sheet - without sorting the data.
Albridge Wealth Reporting aggregates data from hundreds of sources to provide a consolidated view of assets.
The PDF Capture function allows firms to help meet compliance and regulatory guidelines.
Responsive design means that advisors can access up-to-date reporting from a mobile device.
Focused on Consolidated Data Our solutions consolidate multi-custodial client account data from hundreds of sources.