Get started with Wealthbox + Albridge

Albridge Data and Reporting Solutions consolidate data from hundreds of sources both custodied and non-custodied to provide a holistic view of assets – and rich insights for you and your clients. The integration with Wealthbox allows users to view aggregated multi-custodial data from hundreds of sources directly from Wealthbox.

View clients Albridge accounts and holdings on contact and household records.