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  2. 2010
  3. July
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  5. Albridge Users - Performance Reporting Business Su
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As an LPL Financial advisor, we value your opinion. In order to ensure that we are adequately fulfilling your needs, we would appreciate you taking the time to complete the attached survey. This survey aims to determine your satisfaction with the Albridge Wealth Reporting product and any additional tools you use for performance reporting and the performance reporting functionality. As a financial advisor, we understand the importance of being able to utilize these tools to analyze your client’s assets. Through your input in this survey and our goal is to better understand your needs in these areas.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.
 
 
 
Please select the approximate size, in terms of number of employees, in your office.
 
1-5
 
5-10
 
10-15
 
15-50
 
50-100+
 
 
 
Typically when you run performance reports for your clients, what is the typical length of time the report is run for in terms of history?
 
Less than 12 Months
 
1-2 Years
 
2+ Years
 
 
 
Please share the performance reporting solution used in your office.
 
Actively use Albridge Alone
 
Actively use Albridge combined with Custom Solution
 
Actively use Albridge combined with a 3rd Party Solution
 
Actively use Albridge combined with PM (Portfolio Management)
 
 
 
What quality best captures why you chose not to Adopt PM or no longer continue using PM?
 
Reporting on certain securities e.g. Alternate Investments
 
Limitations on the amount of information produced or included in the reports
 
Inability to generate performance history on all accounts
 
Lack of professional looking visual data (e.g. graphics and charts)
 
Inability to personalize, customize, or brand reports
 
Inability to data share between Portfolio Manager and other 3rd party tools including CRM, Financial Planning, and Portfolio Rebalancing.
 
Other - Please Specify
 
 
 
 
You selected, ‘Limitations on the amount of information produced or included in the reports’. Please Specify:
   
 
 
 
What quality best captures why you use PM?
 
Professional look & feel of the PM reports
 
The type of data presented in the reports
 
Ability to report on performance
 
The ‘As of’ reporting feature
 
Other - Please Specify:
 
 
 
 
Approximately how many members of your office use Albridge?
 
1-5
 
6-10
 
11-15
 
16-50
 
51-100+
 
 
Please rank the below Performance Reporting features, on a scale of 1 to 5 with 1 being the least important and 5 being the most important.
1. Not Important 2. 3. Neutral 4. 5. Very Important N/A
Historical performance on for accounts held with LPL for the below security types: Mutual Funds, Annuities (variable/fixed), Fixed Income, and Alternative Investments
Ongoing Performance on accounts held away with Third Party Adminstrators (e.g. SEI, Gentworth) and Custodians (e.g. Pershing, Fidelity)
3rd Party Application data export from Portfolio Manager to supported applications e.g. seamless data integration with CRM e.g. SalesForce, Redtail), and Financial Planning (e.g. NaviPlan, CashEdge, Portfolio Analysis software e.g Morningstar)
Additional calculations options for performance method selection (such as IRR and Modified Dietz)
General display and look & feel redesign of all PM reports
Customization capability to brand and include advisor logo on reports
Ability to auto generate reports via email
On-line Document Management (e.g. share documents with clients; mail merge capability, etc)
Client Portal access and integration with PM
 
 
 
If you were to move to a different portfolio management system what length of performance data, in terms of time, would you need to extract?
 
1 year or less
 
1-2 years
 
2+ years
 
 
 
If you have in the past paid a fee to bring your historical data to Albridge what was that fee?
   
 
 
 
What is the likelihood on a scale from 1 to 5 with 5 being very likely, that you would be willing to move from Albridge to an alternate fully integrated and robust portfolio management system?
 
1. Not Likely At All
 
2. Somewhat Likely
 
3. Neutral/Not Sure
 
4. Somewhat Likely
 
5. Very Likely
 
 
 
Which of the following issues best captures your #1 concern with adopting to this new solution?
 
Data migration
 
Time
 
Labor
 
Training
 
Cost
 
 
 
What can LPL do to make this migration as seamless as possible to not interrupt your day to day business? [Pick One.]
 
3rd party vendor support for data migration
 
Dedicated support line
 
Personalized training
 
Integration of key A features that have been identified as critical
 
Not willing to leave A regardless of any incentive
 
 
 
Please rate you level of satisfaction with Albridge from a scale of 1 to 5 with 1 being very unsatisfied and 5 being very satisfied
 
1. Unsatisfied
 
2.
 
3. Neutral
 
4.
 
5. Very Satisfied
 
 
 
Please list as many reasons as possible as to why you are not satisfied with Albridge.
   
 
 
 
Please list as many reasons as possible as to why you are satisfied with Albridge.
   
 
 
 
Please share the number one reason why you would want to discontinue using Albridge.
 
Cost
 
Data Accuracy
 
Training
 
Usability
 
Customer Support
 
Other - Please Specify:
 
 
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