The Sycamore Bridge for Albridge Utility

Automatically creates and maintains your entire client database in Salesforce

Solutions Made Easy

The Sycamore Bridge for Albridge utility automatically creates and maintains your entire client database in Salesforce including client detail, advisor detail, financial accounts, the holdings that make up these accounts as well as the assets tied to these Holdings. With our secure Single SignOn functionality you can easily access your Advisor and Client Reporting functionality from Albridge. Of course the entire book of business is automatically updated nightly to reflect changes in account holdings and asset prices and, as an added feature, all of the Albridge Client reports can be created from within the client’s account screen.

Fields imported From Albridge

Client and Advisor

• Social Security
Number
• Last Name
• First Name
• Middle Name
• Name Prefix
• Name Suffix
• Birth Date
• Email Address
• Business Phone
• Home Phone
• Other Phone
• Fax
• Street Address
• City
• State
• Zip Code
• Country
• Advisor

Financial Account

• Social Security
Number
• Financial
Institution ID
• Name
• Investment
Objective
• Type
• Title
• Institution Type
• Tax Status
• Total Value
• Total Holdings

Holding

• Symbol
• CUSIP
• Asset Type
• Asset Class
• Sec Name
• Sec Type
• Date
• Quantity
• Quantity Date
• Price
• Price Date
• Value
• Yield

Asset

• Symbol
• CUSIP
• Asset Type
• Asset Class
• Sec Name
• Sec Type
• LastPrice

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