Welcome to your source for consolidated account information. Geneos Wealth Management Statements allow you to easily consolidate and organize your investment accounts and generates in-depth compliance ready reports to use in your practice. Access your Geneos Wealth Management Statements anytime from anywhere in the world on our secure website.
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If you have any questions or comments regarding the product, please call or email customer support.
Please contact your financial advisor for assistance.
Albridge offers recorded and live training sessions, with topics designed to give you a brief overview of specific functionality in the Wealth Reporting system.
For information about on-demand recorded sessions or to register for a live demo, see the Albridge website.
In addition, within-product assistance will give you information about the concepts and features of the system, including quick introductions to all the new usage features in this release of the product.