Bridge Financial Technology

Founding Date

Bridge Financial Technology creates financial technology which allows business owners to take command of their businesses, streamline operations, and grow their client base. Providing portfolio accounting and management software with an API-driven, automatic-centric approach, the firm focuses on automating necessary but time consuming work for advisors, from data and portfolio management to client report delivery. Bridge aims to provide advisors with an opportunity to automate their office work and investment management. In addition, Bridge builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their business faster.

  • Bridge serves advisors and wealthtech companies, with a primary focus on firms serving retail, mass affluent, and high-net-worth clients.

  • The firm specializes in trading, financial accounting, account reconciliation, RIA services, fee billing and performance reporting, among others.

  • Advisors use Atlas to streamline billing, make client reporting more impactful, and ensure timely, accurate data without the need for account reconciliation.

  • Atlas reduces time spent on back-office operations so you can spend more time on what matters most: serving your clients.

Bridge provide solutions for:

  1. RIAs - Modern, best-in-class portfolio management solution backed by the support of a hands-on team of technology experts

  2. Enterprise Wealth & Asset Managers - Enterprise-level technology and data solutions for financial institutions

  3. FinTechs - Building on RESTful APIs enabling FinTechs to focus on their core value

Bridge Features

  • Billing

  • Performance Reporting

  • Integrated Trading Solution

  • File Sharing

  • Client Portal

  • Account Aggregation