Albridge integration

Increased data accuracy

Improved team productivity

Master’s Advisors needed an easy-to-use application that offers a 360-degree view of their clients’ holdings and empowers staff to deliver more efficient client support.


Challenge

Accessing client balance sheet data, preparing for client reviews, and tracking RMDs became inefficient and labor-intensive.

Solution

Master’s Advisors uses Sycamore’s Client Manager integrated with Albridge and other platforms to alert the team to upcoming client reviews, assign staff to specific client service tasks, and automatically calculate RMD factors using IRS tables.

Impact

Client Manager is helping Master’s Advisors to increase data accuracy and team productivity by eliminating redundant data entry – leading to better client experiences and outcomes.

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