Albridge Solutions FKA StatementONE

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Aug 1, 2009 11:40 am

Do any fee-only RIA firms on this discussion forum use Albridge Solutions for their performance reporting?  Yesterday, I called Albridge around 10 a.m., I wasn't able to connect with the sales department.  No one answered the phone which I thought was odd. 


I tried to do web-search for pricing but couldn't find anything.  Does anyone have any idea of their performance reporting pricing for RIA Fee-Only firms?
 
Thanks everone and make it a GREAT weekend!
 
 
Aug 2, 2009 10:49 am
FVDA_Trade-PMR:

Do any fee-only RIA firms on this discussion forum use Albridge Solutions for their performance reporting? Yesterday, I called Albridge around 10 a.m., I wasn't able to connect with the sales department. No one answered the phone which I thought was odd.

I tried to do web-search for pricing but couldn't find anything. Does anyone have any idea of their performance reporting pricing for RIA Fee-Only firms?



Thanks everone and make it a GREAT weekend!







People not answering the phones for software companies is a bit of an issue. I had the same problem at eMoneyAdvisor, among others. Kind of frustrating, and it says a lot to me about the company.

Aug 4, 2009 11:56 pm

They run 4bps with a 25,000/yr minimum.  Service stinks and the reporting often has errors that cannot be explained to clients.  Way under-delivers for the price.