Welcome to VISION 2020 OneView - your source for online consolidated client account information. VISION 2020 OneView allows you to easily consolidate and organize your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on our secure web site.
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If you have any questions or comments regarding the product, please call customer support at 877-461-1308 or email us at email@example.com.
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.