Albridge Solutions is a SaaS based FinTech Product Company servicing the Portfolio Attribution and Reporting space. They are the leading service provider in the market with clients like Citigroup and Charles Schwab. Albridge was acquired by Pershing to provide services to their clients such as the Bank of New York.

Albridge engaged Yoh’s Fintech team after being acquired by BNY Pershing. In merging both firm's systems, Albridge had several Products that needed to be remediated and prepared for integration into the BNY/Pershing Product Suite. Yoh Fintech provided a consultant team of Business Analysts, Software Engineers, and Test Engineers to augment their existing Product team. Yoh also provided Project Management consultant support and oversight to assist the Albridge Project Managers. Yoh’s consultants worked in a wide range of systems, but the key focus was the rationalization and combination of over separate Custodial Feeds. This included data analysis, data loading, data scrubbing, and identifying outlier data. Additionally, Yoh’s consultants helped Albridge identify and define functionality to correct the outlier and erroneous data.

The project lasted 9 months and Yoh Fintech provided highly qualified consultants to Albridge that allowed them to successfully complete the transition to the Pershing platform.

View All Case Studies