Albridge Wealth Reporting 2

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Albridge Wealth Reporting Report RedesignFrequently Asked QuestionsAlbridge continues to enhance the Albridge Wealth Reporting solution to improve both the advisor and the investor experience. Our latest release will include a series of new reports, designed with an updated look and feel to help you illustrate your client s financial picture more effectively. Quarterly Report PackageIncomplete if presented without accompanying disclosure pagesPrepared for: Sample InvestorPrepared by: Sample AdvisorPage 23 of 35Return vs. Risk (%)RISK (%)RETURN (%)Example PortfolioCitigroup 3-Month US Treasury BillBalanced61 Risk and ReturnPeriod: 3/8/12 - 6/7/12Combined Account PortfolioA This report may include assets that the firm does not hold and which are not included on the firm's books and This benchmark is a Composite Benchmark. Please see below for more Benchmark is comprised of 8% Russell 2000 Value, 8% Russell 2000 Growth, 5% MSCI Emerging Markets (TRN), 3% Citigroup 3 month T-Bill, 17% Barclays Aggregate Bond, 16% S&P 500,15% MSCI ACWI Ex-USA (TRN), 14% Russell 1000 GrowthRate Of Return (%)Risk Free RateCitigroup 3-Month US Treasury BillExample Portfolio RiskMean (%)Standard Deviation (%)Sharpe RatioTEN YEARS--6--6--6--6--6SELECTED START DATE (%)8/10 AnalysisQuarterly Report PackageIncomplete if presented without accompanying disclosure pagesPrepared for: Sample InvestorPrepared by: Sample AdvisorPage 27 of 35ASSET TYPEVALUE ($)(%)BondsCa

Albridge Wealth Reporting™ 2. Report Redesign Frequently Asked Questions Albridge continues to enhance the Albridge Wealth Reporting solution to improve both the