Data and Reporting Solutions

Manage Your Business, Not Your Data

Our Data and Reporting Solutions consolidate data from hundreds of sources both custodied and non-custodied to provide a holistic view of assets – and rich insights for you and your clients. Our solutions are guided by a relentless pursuit in data quality, setting new standards in transparency and benchmarking. And it powers our dynamic reporting experience to help bring client portfolio data to life.

Wealth Reporting and Insights

Leverage flexible and easy-to-use digital wealth reporting tools to help advisors collaborate with their clients and deepen relationships.

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Data Aggregation

Gain a holistic view of each client’s portfolio, including held-away assets. Access reliable, high-quality data from hundreds of sources as the foundation for building stronger client relationships.

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Data Delivery

Improve efficiency with secure delivery of enterprise-consolidated, normalized and high-quality data from multiple custodial and third-party systems.

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Integration Solutions

Connect client account data to your own proprietary systems or third-party applications to streamline workflows and create improved digital experiences.

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Technology services provided by Pershing X, Inc., formerly known as Albridge Solutions, Inc.