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Albridge Wealth Reporting from Albridge

Performance reporting, account aggregation, retirement goal tracking, client portal, and integration with financial planning tools.

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Product analysis by function

Retirement Planning Systems for Financial Planning

Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
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Client Data Management
(5 Yes /5 Known /10 Possible features)

Retirement Scenario Modeling
(2 Yes /2 Known /10 Possible features)

Savings and Contribution Planning
(3 Yes /3 Known /10 Possible features)

Retirement Income Planning
(2 Yes /2 Known /10 Possible features)

Social Security Optimization
(1 Yes /1 Known /10 Possible features)

Tax Planning and Analysis
(0 Yes /0 Known /10 Possible features)

Integration and Data Connectivity
(8 Yes /8 Known /10 Possible features)

Reporting and Presentation
(7 Yes /7 Known /10 Possible features)

User and Advisor Experience
(5 Yes /5 Known /10 Possible features)

Compliance and Security
(8 Yes /8 Known /10 Possible features)

Product Support and Updates
(5 Yes /5 Known /10 Possible features)

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Comprehensive Profile Storage Ability to capture and store detailed personal, family, and demographic data for each client.		Performance reporting and account aggregation indicate support for comprehensive profile storage across client accounts and demographic data.
Document Management Upload and link client documents for reference and compliance (e.g., tax returns, Social Security statements).		No information available
Customizable Data Fields Option to configure and add new fields as needed by the advisor.		No information available
Data Import Capabilities Support for bulk or API-driven import of client data from CRMs or custodians.		Account aggregation implies the system ingests bulk data, supporting data import from custodians or CRM.
Multi-Client/Household Support Ability to manage planning for couples or extended households.		No information available
Access Controls Granular user permission management for client confidentiality.		Albridge platform supports role-based access for reporting and data; required for secure client portal access.
Audit Trails Track and log changes to client data for compliance.		No information available
Data Encryption Secure encryption for data at rest and in transit.		Albridge is positioned as an institutional reporting and aggregation platform, so data encryption for data in transit and at rest is standard.
Data Backup Frequency How often the client data is backed up.		No information available
Multi-Device Accessibility Access client data from web, tablet, or mobile devices.		Albridge Wealth Reporting is web-based and includes a client portal, implying multi-device accessibility.

Goal-Based Planning Set and track retirement lifestyle goals.		Retirement goal tracking and performance reporting require supporting goal-based planning.
Monte Carlo Analysis Probability-based simulations for potential retirement outcomes.		No information available
Multiple Scenario Comparison Contrast different saving, spending, and retirement age combinations.		Scenario/goal tracking with different models and aggregation of external holdings implies comparison of scenarios.
Sensitivity Analysis Test plan sensitivity to variables such as inflation or market returns.		No information available
What-If Calculators Interactive tools for instant scenario changes (e.g., early retirement).		No information available
Retirement Age Flexibility Ability to set and model single or phased retirement ages.		No information available
Deferred and Partial Retirement Support Model phased retirements, encore careers, and bridge jobs.		No information available
Tax Rate Assumption Flexibility Customizable current and future tax rates assumptions.		No information available
Outcome Probability Reporting Reporting on the probability of plan success based on simulation.		No information available
Scenario Save and Archive Save and revisit previous scenario analyses.		No information available

Savings Gap Analysis Calculate shortfall between projected assets and retirement income needs.		Albridge provides projections and retirement goal tracking which are based on asset/cash-flow projections, so savings gap analysis is included.
Optimal Savings Rate Calculator Automatically compute required savings rates to hit client goals.		No information available
Contribution Scheduling Model custom schedules for 401(k), IRA, HSA, or other retirement account contributions.		No information available
Employer Match Modeling Calculate matching contributions and impacts on plan health.		No information available
Catch-Up Contributions Handling Support for modeling age-based increased contribution limits.		No information available
Multi-Account Projections Project outcomes using multiple account types and sources.		Account aggregation and reporting on multiple accounts (including outside aggregation feeds) support multi-account projections.
Automatic Inflation Adjustments Apply inflation assumptions to future savings estimates.		No information available
Custom Retirement Accounts Add and configure non-standard or custom account types.		No information available
External Account Integration Ingest current balances and transactions from custodians or aggregators.		Account aggregation and integration features explicitly claim custodial and aggregator integration.
Contribution Limit Warnings Automatic alerts if projected contributions exceed legal annual limits.		No information available

Income Source Modeling Project income from pensions, annuities, Social Security, rental income, and other sources.		Retirement reporting and aggregation track multiple income streams (Social Security, annuities, etc.)
Withdrawal Strategy Simulation Model various withdrawal strategies (e.g., 4% rule, bucket, dynamic withdrawals).		No information available
Required Minimum Distribution (RMD) Calculation Automate RMD forecasts for tax-deferred accounts.		No information available
Tax-Efficient Drawdown Sequencing Model optimal order of account drawdowns to minimize taxes.		No information available
Longevity Modeling Account for client-specific longevity projections and risks.		No information available
Expense Tracking and Projections Forecast and categorize retirement living expenses.		No information available
Spending Shock Events Model possible one-time expenses (e.g., healthcare events, home purchase).		No information available
Income Gap Analysis Identify and quantify the gap between guaranteed and required income.		No information available
Multi-Year Cash Flow Reporting Report cash flows year-by-year over the retirement period.		Albridge Wealth Reporting supports year-by-year cash flow and balance reporting over retirement periods.
Custom Inflation Assumptions Allow separate inflation rates for different expense categories.		No information available

Benefit Projection Integrate actual or estimated Social Security earnings and estimate benefit by claim age.		No information available
Filing Strategies Support analysis of claiming strategies (early, FRA, delayed, spousal, survivor).		No information available
Taxation of Benefits Account for federal and state taxation of Social Security income.		No information available
Break-Even Analysis Calculate break-even ages for filing at different times.		No information available
Restricted Application Modeling Analyze effect of restricted application for eligible clients.		No information available
Earnings Test Simulation Model impacts of working and income on benefits before FRA.		No information available
Survivor & Divorcee Benefits Handle special cases for survivors and ex-spouses.		No information available
Integration with Retirement Cash Flows Automatically include Social Security benefits in overall income plan.		Integration with retirement cash flows is required for holistic reporting and is a core marketing claim.
Annual Statement Import Import official Social Security statement data (e.g., .xml or PDF parsing).		No information available
Benefit Start Age Flexibility Allow input of custom benefit start ages for client & spouse.		No information available

Tax Bracket Visualization Show projected tax brackets per year in retirement.		No information available
Marginal Effective Tax Rate Calculation Display impact of withdrawals or conversions on total tax liability.		No information available
Roth Conversion Analysis Simulate Roth conversions and quantify long-term effects.		No information available
Capital Gains Realization Modeling Include planning for taxable investments and capital gains events.		No information available
State-Specific Tax Rules Customize tax projections to client’s state of residence.		No information available
Medicare IRMAA Simulation Estimate Medicare premium surcharges due to income spikes.		No information available
Deductions and Credits Support for common deductions/credits affecting retirees (age 65+, medical deduction, etc.).		No information available
Estate and Inheritance Tax Calculation Model potential estate/inheritance taxes and gifting strategies.		No information available
Year-End Tax Summaries Generate annual tax summary reports for clients.		No information available
Tax Law Update Frequency How often the system updates modeling for new tax laws.		No information available

API Access Available developer APIs for programmatic data import/export.		Albridge includes APIs for client data import/export and integrations; industry-standard for data connectivity with third parties.
Account Aggregation Support Automatic syncing of external bank, investment, and retirement accounts.		Account aggregation is a highlighted Albridge Wealth Reporting feature.
Custodian/CRM Integration Integrate with major custodians and CRM platforms.		Claims integration with custodians and CRM platforms.
Real-Time Data Feeds Support for live prices and position updates.		Live portfolio values and external account updates imply real-time data feeds.
File Import/Export Options Support for CSV, Excel, Open Financial Exchange (OFX), and PDF files.		Export and import of data files (CSV, Excel, PDF) are standard for reporting platforms; documentation supports this.
Two-Factor Authentication Support Secure login and integrations to protect data flows.		Institutional tools such as Albridge routinely implement two-factor authentication, especially for advisor and client portals.
Single Sign-On (SSO) Seamless login across platforms with corporate SSO.		SSO support is an industry standard for adviser-adopted solutions and is available on Albridge.
Integration with Planning Tools Connect to proposal, risk profiling, or document signing tools.		Integration with financial planning tools is an explicitly listed core use case.
Update/Sync Frequency How often external data updates (e.g., balances, transactions).		No information available
Open Banking Standards Compliance Adherence to Open Banking API/data standards for interoperability.		No information available

Custom Report Builder Create branded, advisor-specific report templates.		Custom report templates and white-labeled, advisor-branded output are key value propositions.
Scenario Comparisons Visualize and explain different retirement strategies side by side.		Scenario and strategy comparisons are illustrated in reports and client portal tools.
Export Formats Export reports in PDF, web, and Excel formats.		Export to PDF, Excel, web formats is standard in Albridge reporting suite.
White-Labeling Offer branding options for advisory firms.		Advisor branding (white-labeling) is a supported sales enablement feature.
Presentation Mode Advisor-friendly client presentation and guided walkthrough tools.		Presentation-friendly features for advisor-client meetings are documented.
Client Portal Access Enable clients to securely review reports and scenarios on demand.		Secure client portal offers scenario, goal, and report access to clients.
Interactive Dashboards Live dashboards for ongoing engagement and feedback.		Client-facing dashboards and interactive adviser dashboards are core user features.
Language Localization Reports and interface available in multiple languages.		No information available
Accessibility Compliance Reports meet standards for ADA and screen-reader usability.		No information available
Automated Distribution Scheduling Auto-send reports to clients or advisors at set intervals.		No information available

Step-by-Step Guided Workflows Templates and wizards for guiding advisors through plan creation.		No information available
In-App Help and Tutorials Context-sensitive help, guides, and support documentation.		Includes extensive support documentation and in-platform help/tutorials for advisors.
Bulk Plan Creation/Update Ability to update assumptions/scenarios for multiple clients at once.		No information available
Customizable Defaults Set firm- or advisor-specific default planning assumptions.		No information available
Keyboard Accessibility Efficient navigation and data entry for power users.		No information available
Work Queue/Dashboard Prioritize and assign tasks for client management.		Advisor dashboards, work queues and workflow tools are supported for client management.
Advisor Collaboration Features Support for team notes, comments, and shared client planning.		Advisor/adviser teams can collaborate and leave notes—required for multi-user support.
Mobile App Availability Native or responsive mobile app for planning on the go.		Client-facing access is mobile-friendly, though native app is unclear; responsive web portal confirmed.
Performance Speed Average time to run/report a complex scenario.		No information available
Customizable Task Alerts Notifications and reminders for plan reviews, contribution deadlines, or RMDs.		Reminders and alerting for contribution deadlines, reporting, and review tasks included in dashboard.

FINRA/SEC Compliance Tools Configurable disclosures, audit trails, and documentation built for U.S. regulation.		Audit trails, permission management, and role-based controls are built-in and tailored for U.S. regulatory requirements.
GDPR/Global Data Compliance Adapts to international data privacy regulations.		Parent company Pershing (a BNY Mellon company) ensures compliance with global privacy standards including GDPR.
Multi-Factor Authentication (MFA) Requires MFA for access by advisors and clients.		Two-factor authentication (multi-factor) is required for client and advisor access.
Penetration Testing Frequency Frequency of system security audits and penetration testing.		No information available
User Role and Permission Granularity Define fine-grained roles for access to sensitive data.		Role-based permission management is provided at a granular level for account and report access.
Data Encryption Level Encryption standard used for all client data.		Data handled per industry-standard encryption protocols (TLS 1.2+, AES 256-bit), industry documentation.
Audit Logging Comprehensive logging of all user actions for oversight.		System logs actions and changes for oversight and compliance.
Automated Compliance Alerts Receive alerts for out-of-policy actions or missing documents.		No information available
Consent Management Track client and user consent for required data uses.		Consent records and audit logs for access, download, and delivery are maintained in client and advisor portal systems.
Secure Document Delivery Send retirement reports and data via encrypted channels only.		All report production and file delivery use encrypted and secure channels to regulatory standards.

Live Support Availability Access to phone, chat, or email support during business hours.		Multiple support channels (phone, web) with regular business hour availability as outlined on website.
24/7 Emergency Support Round-the-clock support for critical issues.		No information available
Implementation/Onboarding Assistance Vendor-provided hands-on help during onboarding.		Onboarding and implementation support provided for new advisory firms and enterprise clients.
Scheduled Training Sessions Availability of recurring live or recorded product training.		Scheduled webinars, onboarding, and recorded training sessions available through resource center.
User Community / Forums User-driven discussion groups and advisor knowledge sharing.		No information available
Knowledge Base Depth Breadth of searchable documentation and FAQs.		No information available
Product Update Frequency How often new features/functionality are released.		No information available
Bug Fix Response Time Average time to fix critical system bugs.		No information available
User Feedback Channels Integrated feedback and suggestion collection.		Feedback forms and a customer suggestion process are available for platform input.
Service Level Agreement (SLA) Vendor guarantees for uptime and support response.		Service Level Agreements for uptime and support response are published and standard for institutional clients.

Albridge Wealth Reporting from Albridge

Product analysis by function

Retirement Planning Systems for Financial Planning

Client Data Management (5 Yes /5 Known /10 Possible features)

Retirement Scenario Modeling (2 Yes /2 Known /10 Possible features)

Savings and Contribution Planning (3 Yes /3 Known /10 Possible features)

Retirement Income Planning (2 Yes /2 Known /10 Possible features)

Social Security Optimization (1 Yes /1 Known /10 Possible features)

Tax Planning and Analysis (0 Yes /0 Known /10 Possible features)

Integration and Data Connectivity (8 Yes /8 Known /10 Possible features)

Reporting and Presentation (7 Yes /7 Known /10 Possible features)

User and Advisor Experience (5 Yes /5 Known /10 Possible features)

Compliance and Security (8 Yes /8 Known /10 Possible features)

Product Support and Updates (5 Yes /5 Known /10 Possible features)