Headless built-in wealthtech application services with embedded business logic, calculation engines, and client-ready output to power next generation experiences.
Streamline your development with ready-to-use, modular application services designed to enhance the advisor-client experience. Delivered as part of BridgeFT's WealthTech API, these services act as building blocks to jumpstart your platform’s capabilities and accelerate time-to-market. Embed the apps you need, configure them to support specific business needs, and offer them to your clients within your own front-end experience.
Share performance data with a high degree of accuracy. Embed into your proprietary applications.
Comprehensive, robust multi-custodial fee billing application with continuous automation and monitoring that streamlines routine, but often complex and time-consuming billing calculations and functions.
Insights and analytics across all accounts, regardless of custodian. AI / ML and alerts & notifications.
Access to a BridgeFT-curated group of partners that are reshaping wealth technology with an API-first approach to delivering application services.
Fully aggregated client and investment account data that flows automatically into
Salesforce, allowing financial data records—including Accounts, Positions, Balances, and Tax Lots.
As the industry’s only completely API-first, multi-custodial software and financial data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology.
Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.
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