PERSHING X, INC.
PENNINGTON, NJ

Manage Your Business, Not Your Data Albridge aggregates data from hundreds of sources to provide a consolidated view of assets. We are relentless in our pursuit of data quality, setting new standards in transparency and benchmarking. Albridge Can Help Make Your Move a More Successful One Whether you are moving from one firm to another or going off on your own, don’t leave one of your most valuable assets behind. You may be able to bring Albridge Wealth Reporting™ with you and continue to deliver the same quality performance information your clients have come to expect from you. Learn how a team of advisors made one of the steps of transitioning a bit easier—by relying on the comprehensive reporting solution they’d always counted on to help them bring client portfolios to life. For more than 15 years, BNY Mellon's Albridge has been the industry leader in aggregating multi-custodial, insurance and direct-to-fund data from hundreds of sources to provide a consolidated view of assets. Our relentless focus on data quality means our clients can rely on timely, accurate and complete information. Albridge works with a firm to activate direct data feeds from its proprietary systems, clearing firms, product providers and data custodians. Our proprietary data processing logic transforms and consolidates the data from diverse sources into a standard format to normalize account, position and transaction data required to provide a consistent performance reporting experience. Our industry-leading data aggregation capability is leveraged to create a single source of client data. This consolidated data powers a firm’s wealth management reporting, compliance or operations platforms. Learn how we can help you make sense of your data, work more efficiently and uncover ideas for growth. . Pershing’s leadership in the broker-dealer and advisor markets, combined with our heritage in data management and consolidated performance reporting, enables us to deliver data-driven technology solutions to support all facets of a financial services firm. Albridge is a leading provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets. Our proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more. Learn how we can help you make sense of your data, work more efficiently and uncover ideas for growth. Greg Borgman is a Director for Albridge, an affiliate of Pershing, a BNY Mellon company. Greg is responsible for the enterprise data management functions at Albridge, which include the areas of Data Strategy and Governance, Data Quality, Data Reconciliation and Performance Reporting Services, Data Research, Corporate Actions and Data Maintenance. Prior to joining Albridge in January 2011, Greg was the head of data consulting at Thomson Reuters. There, he was the practice lead for delivering data management consulting activities to support the business workflows of customers in the financial services industry. Prior to that, he was a vice president of Enterprise Content, where he directed a global team across content strategy and development, business analysis, service and quality, operations and project management in the implementation of enterprise content initiatives. Greg is a member of the SIIA—Financial Information Services division (FISD), the Business Entity Indentifier, Operational Risk and Securities Modeling working groups within the FISD and the Enterprise Data Management Council. Greg is a Six Sigma yellow belt. He earned a Bachelor of Science degree in Management from The College of New Jersey. Manage Your Business, Not Your Data Albridge aggregates data from hundreds of sources to provide a consolidated view of assets. We are relentless in our pursuit of data quality, setting new standards in transparency and benchmarking. Albridge Can Help Make Your Move a More Successful One Whether you are moving from one firm to another or going off on your own, don’t leave one of your most valuable assets behind. You may be able to bring Albridge Wealth Reporting™ with you and continue to deliver the same quality performance information your clients have come to expect from you. Learn how a team of advisors made one of the steps of transitioning a bit easier—by relying on the comprehensive reporting solution they’d always counted on to help them bring client portfolios to life. Learn how we can help you make sense of your data, work more efficiently and uncover ideas for growth.