Advisors love AdvantageOne, a powerful way to consolidate client investments. You can change your business with access to client information from anywhere, anytime. This Web-based client performance reporting system is powered by Albridge Solutions and supported by Cadaret, Grant's Help Desk. AdvantageOne helps lower administrative costs and boosts top-line revenue.

• View your entire book of business and produce consolidated reports.
  
  
• Track transactions on the Trade Blotter and download data in a spreadsheet.
  
  
• Choose from 39 types of client, management, and advisor reports in a variety of formats.
  
  
• Generate daily, time-weighted rates of return for any combination of clients or accounts.
  
  
• Easily export portfolio holdings and client data to other applications.