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Albridge Webcast Series

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  • Albridge New Investor Registration Process
    Albridge New Investor Registration Process
    Len Cantz Recorded: Nov 20 2018 19 mins
    Streamlined Registration Process
  • Albridge Wealth Reporting: Performance Reporting
    Albridge Wealth Reporting: Performance Reporting
    Len Cantz Recorded: Nov 5 2018 31 mins
    The Albridge Wealth Reporting Performance session provides new and existing users a deeper look in which Albridge measures performance. The session lasts approximately 60 minutes and provides performance best practices.
    The session provides an in-depth look at understanding our performance methodologies so you can be more knowledgeable and better prepared when having performance discussions with your clients. Some of the topics that will be covered include:
    •How Does Albridge Deliver Performance
    •What Is the Difference Between Time-Weighted and Dollar Weighted
    •Three Ways to Measure Performance
    •Net Contributions versus Change in Value
    •Sample Performance Reports
  • Albridge Wealth Reporting: Client Reports
    Albridge Wealth Reporting: Client Reports
    Len Cantz Recorded: Oct 24 2018 55 mins
    The Client Reporting Training session provides new and existing users a deeper look into the Albridge Wealth Reporting Client Reports Catalog. The session lasts approximately 60 minutes in length and provides reporting best practices. The session provides an in-depth look into all of the various client reports that are offered today, including:

    Holdings
    Transactions
    Asset Allocation
    Model Portfolio Rebalance
    Performance
    Fixed Income
    Gain/Loss
    Risk
  • Advanced Albridge Wealth Reporting
    Advanced Albridge Wealth Reporting
    Len Cantz Recorded: Oct 16 2018 48 mins
    The Advanced Training session provides new and existing users a deeper look into the Albridge Wealth Reporting application. It encompasses the top features that are not covered on the Albridge Basic Overview Session. The session lasts approximately 60 minutes in length, including time for questions and answers. Topics covered include:

    How to Evaluate Performance Against Benchmarks
    How to Create A Model Portfolio
    How to Automate Reports via Batch Jobs
    How to Provide Investors Online Access
    How to Run an Advisor Report
    How to Filter Data Across Your Entire Book of Business
  • Albridge Basic Overview Session
    Albridge Basic Overview Session
    Len Cantz Recorded: Oct 10 2018 37 mins
    The Basic Training session introduces new users to the Albridge Wealth Reporting application. It encompasses the primary steps a first-time user must go through to ensure that all client accounts are being viewed and client information is complete. The session lasts approximately 60 minutes in length, including time for questions and answers. Topics covered include navigation and the components of the Albridge Wealth Reporting application such as:

    How to Find A Client
    How to Create & Edit a Household/Portfolio
    How to Run a Client Report
    How to Build a Report Package
    How to Contact Albridge Support Team and Utilize the Albridge Training and Resource Center or eLearning Center
  • Albridge Wealth Reporting Overview
    Albridge Wealth Reporting Overview
    Len Cantz Recorded: May 22 2018 59 mins
    Topics for AWR Overview:
    How to Find A Client
    How to Create & Edit a Household/Portfolio
    How to Run a Client Report
    How to Build a Report Package
    Best Practices
    How to Contact Albridge Support Team and Utilize the Albridge Training and Resource Center or eLearning Center
    How to Evaluate Performance Against Benchmarks
    How to Create A Model Portfolio
    How to Automate Reports via Batch Jobs
    How to Provide Investors Online Access
    How to Run an Advisor Report
    How to Filter Data Across Your Entire Book of Business
  • Albridge Wealth Reporting Overview
    Albridge Wealth Reporting Overview
    Len Cantz Recorded: May 17 2018 55 mins
    Topics for AWR Overview:
    How to Find A Client
    How to Create & Edit a Household/Portfolio
    How to Run a Client Report
    How to Build a Report Package
    Best Practices
    How to Contact Albridge Support Team and Utilize the Albridge Training and Resource Center or eLearning Center
    How to Evaluate Performance Against Benchmarks
    How to Create A Model Portfolio
    How to Automate Reports via Batch Jobs
    How to Provide Investors Online Access
    How to Run an Advisor Report
    How to Filter Data Across Your Entire Book of Business
  • Albridge Wealth Reporting: Performance Reporting
    Albridge Wealth Reporting: Performance Reporting
    Len Cantz Recorded: Feb 28 2018 32 mins
    The Albridge Wealth Reporting Performance session provides new and existing users a deeper look in which Albridge measures performance. The session lasts approximately 60 minutes and provides performance best practices.

    The session provides an in-depth look at understanding our performance methodologies so you can be more knowledgeable and better prepared when having performance discussions with your clients, some of the topics that will be covered:

    •How Does Albridge Deliver Performance
    •What Is the Difference Between Time-Weighted and Dollar Weighted
    •Three Ways to Measure Performance
    •Net Contributions versus Change in Value
    •Sample Performance Reports
  • Basic Albridge Wealth Reporting
    Basic Albridge Wealth Reporting
    Len Cantz Recorded: Feb 27 2018 30 mins
    The Basic Training session introduces new users to the Albridge Wealth Reporting application. It encompasses the primary steps a first-time user must go through to ensure that all client accounts are being viewed and client information is complete. The session lasts approximately 60 minutes in length, including time for questions and answers. Topics covered include navigation and the components of the Albridge Wealth Reporting application such as:

    How to Find A Client
    How to Create & Edit a Household/Portfolio
    How to Run a Client Report
    How to Build a Report Package
    Best Practices
    How to Contact Albridge Support Team and Utilize the Albridge Training and Resource Center or eLearning Center
  • Advanced Albridge Wealth Reporting
    Advanced Albridge Wealth Reporting
    Len Cantz Recorded: Feb 26 2018 6 mins
    The Advanced Training session provides new and existing users a deeper look into the Albridge Wealth Reporting application. It encompasses the top features that are not covered on the Albridge Basic Overview Session. The session lasts approximately 60 minutes in length, including time for questions and answers. Topics covered include:
    •How to Evaluate Performance Against Benchmarks
    •How to Create A Model Portfolio
    •How to Automate Reports via Batch Jobs
    •How to Provide Investors Online Access
    •How to Run an Advisor Report
    •How to Filter Data Across Your Entire Book of Business

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