Albridge Unveils Integrated Reporting Platform
Albridge Solutions is adding detailed policy attributes on a broad range of insurance products to Albridge Wealth Reporting (AWR), providing investment advisors with a single, comprehensive relationship report integrating client insurance and investment product information.
Initially Albridge, based in Lawrenceville, N.J., will collect and normalize information from more than 60 insurance carriers, capturing and reporting on insurance policy attributes including premiums, party information, benefits, riders and policy status. This enables AWR to provide investment advisors with a consolidated view of a client‚s insurance and investment products, and a more complete picture of their total net worth. The addition of this detailed policy information also represents an extension of the Albridge platform that collects, normalizes and consolidates data for a financial services firm‚s major lines of business.
"The worlds of investment and insurance are converging," says Jake Rohn, Albridge‚s executive vice president of corporate development. "Increasingly, investment advisors are assuming the role of wealth managers and serving a broader range of their clients‚ financial planning needs. We believe this is one of the first technology solutions that can help them meet the challenges this presents by providing a more complete picture of a client‚s total net worth through an integrated investment and insurance report."
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Raymond James Selects SunGard
Raymond James Financial will make a number of SunGard solutions available to its more than 4,800 financial advisors, who serve 1.2 million accounts in 2,200 locations.
Included are SunGard‚s WealthStation, its Foundation, Planning and Advisor Series modules, its Comprehensive Planning module and Multi-Issue Reporting and AllocationMaster.
PlanningStation also will integrate with Raymond James‚ back-office system to help minimize the amount of manual data entry.

AXA Rosenberg Launches Global Funds
AXA Rosenberg Group LLC, part of AXA Investment Managers group, has launched the AXA Rosenberg Global Emerging Markets Equity Strategy and an All Country World Equity Strategy. They are designed to outperform the Morgan Stanley Capital International Emerging Markets (MSCI EM) and All Country World (MSCI ACWI) indexes, investing in emerging markets of Asia Pacific, Eastern Europe, Africa, the Middle East and Central and South America.
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Allianz Releases Three Indexed Annuities
Allianz Life Insurance Company of North America has launched three equity-indexed fixed annuities, the InfiniDex suite.
InfiniDex offers growth opportunity by crediting interest based on changes in an external equity market index selected by the contract holder. InfiniDex 5 and InfiniDex 10 feature the same product features, but InfiniDex 5 offers a 5% bonus and InfiniDex 10 offers a 10% on premiums received during the first five contract years.

BNY Securities Forms Technology Unit
BNY Securities Group, a unit of The Bank of New York, has formed a new Financial Engineering & Advanced Trading Solutions (FEATS) unit to accelerate development of trading tools and technology for institutional clients.
FEATS initially will focus on developing program trading capabilities, analytics and other capabilities to help users of its electronic trading platform DEx (Direct Execution Services) meet existing and emerging liquidity challenges.

Wilmington Trust Expands In N.Y.
Wilmington Trust is expanding the management team of its New York City office.
It has hired Murray Stoltz, formerly of Fiduciary Trust Company International, as senior private client advisor and head of sales management; James Nesci, of the company‚s Corporate Client Services office, as chief operating officer; and Lisa Hurwich, formerly of advertising agency Saatchi & Saatchi, as regional marketing director.