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The New Albridge Wealth Reporting Experience for RIAs

Session Speakers
Session Description

Why Attend
Find out how Albridge Wealth Reporting can help you attract and retain clients with transparent performance reporting and give you the power to advise clients on all their assets, even the ones you aren’t responsible for. 

Session Details
Albridge Wealth Reporting integrates wealth and performance reporting to provide advisors with a single view of all their clients’ assets. A redesign better meets the needs of broker-dealer affiliated, hybrid, and independent advisors, creating efficiencies that free up time to grow your firm and deepen client relationships. A subject-matter expert will discuss how to use client performance history and other data to differentiate your firm, and new interactive features that improve the user experience. Learn about uninterrupted access that’s available to advisors transitioning to full independence.

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.   

Additional Information
Not Available
Showcase Stage Presentation
30m
Session Schedule