Our newest capabilities gives advisors a tech-forward perspective into client data, so they can serve clients thoughtfully even at scale.
“Making my company super efficient in billing and performance reporting was exactly what I needed to do. BridgeFT provides all the things my firm needs to be efficient and effective, giving me the tools and time for higher quality client management.”
Jesse Rodrigue, President & Chief Financial Advisor
BridgeFT’s AI-driven insights provide valuable information for advisors, client service teams, and other WealthTech tools. The results? Advisors know what clients need before they do.
Reduce inefficiencies by automatically harnessing the power of your client data to improve proactive service and drive better client outcomes.
Drive more high-impact client meetings by focusing on the most important parts of your client's finances.
Identify risk areas of your business or underserved clients. Address small concerns before they become big problems
Learn more about Atlas for Advisors by scheduling a demo today
Discover powerful back-office advisor technology with seamless custodial data flow.
Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.
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