VISION2020 OneView

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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Advisors

If you have any questions or comments regarding the product, please call or email customer support.


Investors
Please contact your financial advisor for assistance.


Learn About Wealth Reporting

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.

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