Broker Check

Account Access

If you have not yet registered for one of our online viewing platforms, please contact us and we would be happy to assist you in getting registered.

Albridge Wealth Reporting

Albridge Wealth Reporting is a Web-based portfolio management system integrating portfolio accounting and performance reporting to provide your advisor with an accurate, single view of all of your assets. Consolidating your account data from hundreds of disparate sources - proprietary, banking, brokerage, insurance, retirement, managed accounts, alternatives, trusts – Albridge empowers your financial advisor with tools to deeper analyze and report on this data.

Albridge Reporting

NetXInvestor

NetXInvestor is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.

NetXInvestor

Ensuring Your Security

In an age where technology is integral to our daily lives, it is more important than ever to protect personal information from the threat of cybercriminals. Ensuring the security and privacy of users is the cornerstone of AllData Advisor from Fiserv.

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

susan@ceteraadvisors.com | 508.888.2242