NetXInvestor™ provides you with online access to your investment accounts, night and day, seven days a week. They also provide you with instant access to balances, portfolio holdings, account activity and more.
Welcome to your source for consolidated account information. Albridge Wealth Reporting Financial Statements allow you to easily consolidate and organize your investment accounts and view an in-depth report summarizing your financial holdings.
This easy-to-use digital platform allows you to collaborate better with your financial advisorl. Now you can see all your finances — in one place. Set goals and measure progress. All without ever leaving your keyboard or mobile device.