Review Detail
Overall rating
2.3
Company
3.0
Technology Support
2.0
Reconcilliation
1.0
Financial Institution Interfaces
3.0
Reports
1.0
Fixed Income
2.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
4.0
Security
2.0
Hosting
3.0
Pricing
3.0
Not a big fan
I've had Albridge available to me since 2002 and was quite excited at first because I never had a portfolio reporting system that was automated. Once I started producing the reports and finding the errors I knew that this would not be something that I would use for performance reporting with clients. Many times the position information is correct but anything more exotic than posting dividends and capital gains can cause problems with calculating performance accurately.
User Review
The Good
Offered by virtually every B/D and requires almost no work.
The Bad
Data is rarely accurate enough for client use.
The Bottom Line
There are better alternatives, in my opinion, but in a pinch the system does maintain a lot of useful data for internal use.
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