Enable Tech-enabled Distribution to Unlock New Growth Potential

The emergence of the ‘digital wholesaler’ has arrived. If you’re an Asset Manager, Insurance Carrier, or an Investment Product Provider looking to accelerate sales growth and deepen relationships with advisors and investors, BridgeFT has the data-driven solutions to optimize your tech-enabled distribution needs.

Do any of these challenges sound familiar?

Traditional investment product distribution channels that offer access to RIA and wealth managers have become oversaturated and costly–meaning a constant battle for shelf-space.

Legacy technology providers, investment supermarkets, and even custodians have become your direct competition.

Looking to technology to drive distribution of products, create stickier engagement with RIAs, and to help control costs while creating a differentiated experience.

Emergence of the Digital Wholesaler

Asset managers, insurance carriers, alternative investment platforms, and emerging investment product distributors are seeking to drive technology-enabled investment product distribution through a modern experience that they can control. BridgeFT WealthTech API is designed to help you do all this, and more.

BridgeFT WealthTech API gives you access to custodian data to analyze clients’ current accounts versus proposed portfolios - which incorporate investment manager’s products/strategies, calculate performance, and analyze cost.

What our clients say about working with the BridgeFT team

“Prior to working with BridgeFT, we were managing the data feeds process internally, including direct feeds with Schwab and TD Ameritrade… we wanted to turn to a firm that would expand our custodian access, reduce our resource overhead, and make the overall process easier for our clients.”

Mac Bartine

CEO, SmartRIA

“BridgeFT was the first vendor we looked at that was able to take what other data aggregators are doing, modernize it, and truly take it a step further.”

Brandon Whittington

Founder and CEO, ProTrustee

“Not having access to the data we needed was inhibiting our ability to grow our business–we needed the custodial feeds and BridgeFT could offer that in a transparent and simple way. We considered it an easy-to-deploy multi-custodial data aggregation service which we could scale up as we needed.”

Brian Bleasdell

Chief Product Officer, Flyer Financial Technologies

Getting started with WealthTech API is easy

Organizations of any size and industry can add WealthTech API to their existing platform, unlocking a write-once read-many single source for a plethora of financial data. All data is delivered using BridgeFT’s RESTful API, seamlessly integrating that data within any new or existing platform, regardless of its underlying technology infrastructure.

Enable Tech-enabled Distribution to Unlock New Growth Potential

Do any of these challenges sound familiar?

Traditional investment product distribution channels that offer access to RIA and wealth managers have become oversaturated and costly–meaning a constant battle for shelf-space.

Legacy technology providers, investment supermarkets, and even custodians have become your direct competition.

Looking to technology to drive distribution of products, create stickier engagement with RIAs, and to help control costs while creating a differentiated experience.

Emergence of the Digital Wholesaler

BridgeFT WealthTech API gives you access to custodian data to analyze clients’ current accounts versus proposed portfolios - which incorporate investment manager’s products/strategies, calculate performance, and analyze cost.

What our clients say about working with the BridgeFT team

Getting started with WealthTech API is easy

Client and Household Information

Custodian Accounts

Heldaway Accounts

Performance

Positions

Tax Lots

Gain / Loss

Cost Basis

Billing Information

Client Reports

Billing Fee Structures

Invoices

Benchmarks

Security Information

Want to learn more about BridgeFT’s WealthTech API?

Ready to get started with WealthTech API?

Start Building

Powering the Next Generation of WealthTech