Opportunities in Albridge Steve Schreiber Opportunities in Albridge

Opportunities in Albridge Steve Schreiber Opportunities in Albridge

Opportunities in Albridge Steve Schreiber Opportunities in Albridge External links or Applinks

Advisor reports and filters Batch jobs EXTERNAL LINKS

External links or Applinks Albridge.com Integrations Applinks available

Applinks available AdviceAmerica - AdvisorVision Advicent - NaviPlan and Profiles and Figlo Advisor Products Inc. - AdvisorSites

AdvisoryWorld - ICE Allied Financial - Act4Advisors AppCrown - CRM Aralia - Estate Planning Network Big Contacts - Big Contacts for Financial Professionals

BlackRock - BlackRock Advisor Site, Fund Information Blaze Portfolio - Atom Align Cheshire Software - Wealth Manager Client Marketing Systems, Inc. - Advisors Assistant CRM Software - Junxure I

Eaton Vance - Eaton Vance Products, Fund Information Ebix CRM - SmartOffice Efficient Technology, Inc. - Quik! Forms Library eMoney - Advisor Platform Finance Logix - Advisor and Client Portal

Fiserv - AllData Advisor Gentech - Nexus Gravity Investments - G-Sphere, Portfolio Diversification and Optimization Gx Works LLC - HiddenLevers inStream - Financial Planning

Interactive Data - Albridge Market Information LaserApp - Form Filling Technology LifeYield - Unified Managed Household & Retirement Income Technology Lumen Systems - Financial Planning Professional

MasterPlan Financial Software - MasterPlan Money Tree Software - TOTAL Planning System Morningstar - ByAllAccounts NICE Actimize - Actimize Brokerage Compliance Ordex Systems - WealthMax

Pareto Platform - Business Development Relationship Management Pershing, a BNY Mellon company - NetX360 PIE Technologies - MoneyGuidePro ProTracker - ProTracker Advantage Prudential - Prudential Funds Professional Site, Fund Information

Redtail Technology - Our Business Online Riskalyze - Risk Management RiXtrema - Risk Analysis Smarsh - smarshCRM SunGard - PlanningStation / AllocationMaster

Sycamore - Client Manager, Compliance Manager Tango Consulting - Analytics Upswing - Upswing CRM for Advisors Wealth2K - Income for Life Model Wealthbox - CRM

Wealthtrace - Financial Planning ADVISOR REPORTS AND FILTERS Advisor reporting

Reporting available Clients by assets under management

Top clients Possible C clients Clicking on the AUM link

Portfolio level reporting might be more significant Portfolio by AUM

Product companies by AUM Product companies by AUM Product companies by sales

Product companies by sales New accounts

Master client information Client holdings Client holdings

Filters! Creating a filter

Endless possibilities Some ideas of ways you may utilize these filters Filter by

Non qualified money: i.e. VAs with start date of

Client age Rep code Specific share types: i.e. C share mutual funds for share class conversion

Endless possibilities Filter by

All accounts with cash or cash-like positions

Clients over 70 with IRA money: i.e. RMDs Fees Dividends Money managers Who holds American Funds direct or other

specific position Endless possibilities Filter by

Insurance Under 65 with xxx,xxx in net worth REITs State = HI

Withdrawals Transfer in / out BATCH JOBS

Batch jobs Email or print Why batch jobs?

Advantage of email Client receives the report on the run date Advantage of print Control

Can do more prep in advance of the meeting without fielding many calls at one time THANK YOU!

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