Albridge Solutions has added mutual fund and exchange-traded fund research to its Albridge Wealth Reporting software.
The Web-based portfolio accounting and performance-reporting software gives financial advisors online access to consolidated client account information. It can also generate reports on performance, asset allocation, holdings, transactions and benchmarks.
The research features are the first to appear in the software since it debuted in 2000. American Portfolios, a Holbrook, N.Y.-based financial company, will be the first to access the mutual fund and ETF research services.
Through integration with Wall Street on Demand's Horizon software, users can access Lipper research on more than 46,000 funds, including mutual funds, sub-accounts, variable underlying funds and ETFs. Financial advisors can create investment proposals and hypothetical illustrations for their clients with the technology.
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