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Albridge delivers a single, comprehensive view of all of your investments with Petra Financial Solutions. Unlike NetX Client which provides just brokerage account information, Albridge includes information on variable annuities, mutual funds, directly-held accounts (such as 529 plans or REITs), etc.  Albridge provides individual and consolidated reports covering performance, asset allocation, holdings analysis, transaction, and benchmarking. 

NetX Investor gives you instant access to brokerage and advisory account statements, tax statements, trade confirmations and more. Use NetX Investor to manage your statement delivery preferences (e.g., going paperless).