Whether you’re building a new fintech solution, or looking to expand existing capabilities, BridgeFT offers a modern, API-first technology framework that can accelerate your time to market.
Drastically shortened development timelines and supplied their platform with mission-critical custodial data from Schwab, TD, and Fidelity via a single data integration point that powers their planning tools with on-time, accurate account information.
Helped the Qdeck team develop and launch new AI-based capabilities. Their AI-based product, Qadvisor, is a state-of-the-art AI tool and data ecosystem that delivers real-time, actionable insights through a chat interface. The main point of leveraging the WealthTech API to power
Automated data flow into their compliance platform, expanded their custodial data coverage, and improved their overall user experience.
Powered VRGL’s analytics suite, providing a modern, fully automated, API-first connection to aggregated custodial and held-away accounts. Wealth managers can now seamlessly access a complete view of a client’s comprehensive financial picture to drive deeper portfolio analysis.
Provided a single point of connectivity for all of their custodial data needs, resulting in a better product experience for their clients and an overall more competitive product offering.
Provided connectivity to all custodians and back-office providers, thus enabling its users to automatically incorporate essential account and investment data.
Clients experience a 50-75% increase in time to market compared to internal builds or traditional outsourcing.
Tools to seamlessly build directly into your platform, enabling enhanced functionality and scalability.
Provide building blocks to take product ideas and turn them into next-generation applications with ease.
Significantly cut costs compared to in-house development or traditional outsourcing, while enabling greater scalability.
Launch in the U.S. market with core data infrastructure, bypassing complex custodial builds.
Bringing the as-a-service paradigm to wealth management. Wealthtech-as-a-Service (WtaaS) spans data aggregation, analytics, and application services to fuel personalized experiences. The turnkey API-first delivery removes heavy data and application infrastructure burdens so institutions can leverage robust data tools with little to no development time. WtaaS is cloud-native, composable, and headless.
Over 900 direct feeds from custodians, back office providers, broker-dealers, correspondent clearing firms, prime brokers, banks, insurance carriers, asset managers, retirement plan providers, 401(k) recordkeepers and more.
Headless apps with embedded business logic, calc engines, and client-ready output.
Pre-computed business, advisor, client and operational analytic packages to drive informed decision-making at all levels.
The industry’s only API-first marketplace of best-in-class wealthtech partners. Pre-integrated with BridgeFT’s data and/or API infrastructure.
More than 900+ direct feeds from custodians, back-office providers, broker-dealers, correspondent clearing firms, prime brokers, banks, insurance carriers, asset managers, retirement plan providers, 401(k) recordkeepers and more.
Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.
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