Transcription of Albridge Wealth Reporting 2
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Albridge Wealth Reporting 2
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 35 Return vs. Risk (%)RISK (%)RETURN (%)Example PortfolioCitigroup 3-Month US Treasury BillBalanced61 Risk and ReturnPeriod: 3/8/12 - 6/7/12 Combined 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.
What general changes are going to be made to the new reports? › All reports will now have a new consolidated header showing client name. › All reports will now be in a landscape (not portrait) layout to make them easier to read. › All portfolio, account and asset class values will be rounded to the whole number. › All security and transaction values will be rounded to the
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