In this blog, we take a closer look at the importance of data ownership and how it enables RIA aggregators to enhance client experiences, and stay ahead in the competitive wealth management landscape. In recent years, RIA consolidators have emerged
In recent years, AI and machine learning (ML) have revolutionized various industries, and wealth management is no exception. These technologies enable firms to improve decision-making,
Data enrichment is the process of taking data in its raw form and improving its accuracy and reliability. Usually, this involves ensuring that the data
Wealth management APIs (application programming interfaces) are rapidly changing the way that the financial services industry operates by allowing for the on-demand exchange of data
BridgeFT is delighted to share the news that we have recently completed our System and Organization Controls (SOC) 2 type II Audit. What is SOC
“WealthTech-as-a-Service” (WTaaS) describes the blend of wealth management and essential technology available through a range of cloud-native, API-first data and application infrastructure softwares which help
Direct indexing is one of the hottest trends for investors of all levels. The market for direct indexing is growing so quickly that it’s expected
A developer sandbox is a virtual environment that lets developers build and test new technology solutions in an isolated space. By working in a sandbox,
A common challenge is aggregating and organizing data from multiple sources into one central location so that it can be easily interpreted. This is challenging
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