Independent advisory firm InR Advisory Services has selected BNY Mellon's Albridge to provide integrated data aggregation and performance reporting solution.
The Albridge Wealth Reporting platform will give the advisory firm continuous access to historical client data and enable it to deliver a seamless experience to its clients.
InR Advisory Services president Michael Glackin said: "Through our 12-year relationship with Albridge as part of a broker-dealer, we knew it could provide cutting-edge technology that matched our needs. Our continued partnership with Albridge will allow us to devote more valuable time to other business areas and, most importantly, to our clients."
Albridge director of relationship management Jennifer Feinerman said: "Regardless of the business model our clients may choose to operate under, our solutions are well positioned to support their overall success.
"As firms continue to evaluate their business models in a shifting landscape, one of their most important considerations is whether they will have continued access to historical client data. We work tirelessly to support our clients' evolving needs, so they can focus on the strategic business decisions that will help them take their businesses to the next level."