Enterprise Financial Services Corp. (Clayton, Mo.) will provide its financial advisors with access to consolidated statements and wealth reporting capabilities through the enterprise data management and wealth reporting platform from Wilmington, Del.-based Albridge's Solutions, a PNC Global Investment Servicing company. The Albridge Wealth Reporting Web-based portfolio accounting and performance reporting solution will be made available to Enterprise Bank & Trust's financial professionals. Through this technology, Enterprise Bank & Trust's financial professionals can generate on-demand, personalized performance reports; produce consolidated client statements and access a consolidated view of their clients' net worth across multiple accounts. Albridge also expanded its trust reporting capabilities by establishing a direct data connection to the Sungard Charlotte trust management platform. Enterprise Bank & Trust is the first firm to receive reconciled and consolidated trust information through this connection that further ensures the accuracy of reporting on the data.
In addition to portfolio performance reporting, Enterprise Bank & Trust will implement Albridge's client data integration solution, AppLink. This technology allows Enterprise Bank & Trust's advisors to integrate client data and connect with third- party software that supports financial planning, investment research and client presentations.
Peggy Bresnick Kendler has been a writer for 30 years. She has worked as an editor, publicist and school district technology coordinator. During the past decade, Bresnick Kendler has worked for UBM TechWeb on special financialservices technology-centered ... View Full Bio