AGGREGATION & WEALTH REPORTING

Our consolidated wealth reporting service allows our clients to view all accounts through ONE secure portal, irrespective of custodian.  As long as we are appointed as the servicing representative / advisor on your brokerage, IRA, managed accounts & variable annuity contracts, the data feed will be included.

This service is provided to help our clients see the big picture while being able to drill down to individual accounts and holdings.

The Consolidated Wealth Reporting engine is provided by Albridge™, an affiliate of Pershing LLC, a reputable industry leader whom specialize in web based portfolio accounting and performance reporting.  Investment data from nearly 10,000 financial institutions is gathered, then consolidated, cleansed and reconciled.   Pershing LLC is a subsidiary of The Bank of new York Mellon Corporation.

The Information contained in these reports is collected from sources believed to be reliable. However, you should always rely on your statements received directly from product sponsors as the accuracy and completeness of the information is not guaranteed. In the event of any discrepancy, the sponsor's valuation shall prevail. 

YOU MIGHT ALSO BE INTERESTED IN:

• Investment Management
• Managed Accounts
• Modern Portfolio Theory and Behavioral Finance
• Retirement Planning