Advanced Analytics

Measure outcomes and gain insights with analytics-ready data from BridgeFT’s WealthTech-as-a-Service platform.

Data-driven Insights & Analytics

Access high-quality, normalized and comprehensive data that is critical for accurate insights and analytics.

Data-driven insights & analytics with pre-computed business, advisor, client and operational analytic packages available via WealthTech API.

Embedded capabilities that focus on solving specific wealth management use cases and business challenges by providing instant access to a set of high-value insights through a single API.

Analytics and trade-ready data with unmatched consistency

Four Levels of Analytics-Rich Packages

Business/Firm

Advisor

Client/Account

Operational

Practice Management KPIs and business benchmarking.

Predictive client engagement and business metrics connected to asset flows, revenue management and more.

Proactive insights to fuel upsell/cross-sell opportunities, capture client and account-level needs, detect at-risk behavior, and cultivate new loyal client relationships.

Anomaly detection to identify unusual patterns that may indicate fraudulent or uncommon activity. Customer Lifetime Value (CLV) to understand the lifetime value of your customers.

Built From Core Data Engines

Performance

Reporting

Insights

Billing

TWR / IRR Perf Calculations

Historical Analysis

Portfolio Analysis

Data and/or PDF

Analytics

AI/ML

Fee Billing Calculations

Billing/revenue managament

Downloadables

White papers, eBooks, & guides

10 Questions To Ask Your Custodial Data Aggregation Provider
Whether your organization has already opted to work with an external data expert, or you're still weighing the pros and cons of an internal build out, this eBook can help you make an informed decision.
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The Future of Wealth Management Technology Is Now: Ready-to-Use APIs offer Greater Control and Accelerate Growth Opportunities
Cues from Booming E-commerce Providers Offer Blueprint for Delivering Hyper-Personalized, Digital Experiences – Without the Heavy-Lifting
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An API-First Strategy Fuels the Entrepreneurial Aspirations of FinTechs
Learn how a single API unlocks a world of possibilities with direct access to secure, standardized multi-custodial data and modern application building blocks.
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Explore WealthTech API Success Stories

“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

Former CEO, SmartRIA

SmartRIA Case Study

“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

ProTrustee Case Study

For Developers

WealthTech API is Built by Developers, For Developers

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.

Solutions for Developers

API Documentation