New partnerships support integration with estate-planning and CRM software. Striking out with the help of several software firms, Albridge Solutions says it has expanded the data integration scope of its Albridge Web Services technology, bringing a greater degree of client-data integration to its platform.

Choice

"Integrating the consolidated data our platform delivers with these solutions provides Albridge's clients with choice, a key ingredient for achieving success," says Albridge v.p. Tom Sullivan. The enhancement, he says, will give advisors "the flexibility to profitably grow and manage their businesses using tools that best meet their needs and enables them to deliver a superior level of client service."

The software firms that Albridge has looked to for this enhancement are Integrated Trust Systems, Allied Financial Software, and ProTracker Software. Scottsdale, Ariz.-based Integrated Trust provides an estate-planning platform. Alpharetta, Ga.-based Allied Financial and Hampton, N.H.-based ProTracker allow for the updating of relationship-management systems with up-to-date data.

Pulling in these technologies gives advisors "the ability to efficiently manage and track client relationships, conduct marketing campaigns, and monitor a range of tasks," according to Lawrenceville, N.J.-based Albridge. -FWR

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