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778-990-2482
We help you achieve your goal.
Access a robust suite of practice management tools, at no cost to your firm
Does your firm manage fewer than 15 accounts? If so, through Bridge's partnership with XYPN, you're eligible to access the full Atlas platform for free.
Pay a one-time $50 onboarding fee, then access the entire Atlas platform for free!
One-time fee includes access to data download and reconciliation, billing and reporting capabilities, held-away aggregation, unlimited support, and white labeled client portal. All this is a $675 value—free to your firm! Click the button below to get started.
Pro
$159
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$190/per year, save 20% now.
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Cancel anytime
Pro
$159
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$190/per year, save 20% now.
Et has minim elitr intellegat.
Cancel anytime
Pro
$159
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$190/per year, save 20% now.
Et has minim elitr intellegat.
Cancel anytime
Pro
$159
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Et has minim elitr intellegat.
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$190/per year, save 20% now.
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Cancel anytime
$159/year
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XYPN Implementation Fee
$50.00
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You will receive an email shortly with your order details.
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More than 15 accounts?
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Bridge and XYPN have partnered to bring our advisor technology to your firm, at a fraction of the normal cost. Click to learn about our highly discounted pricing for firms with over 15 accounts!
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Core features for your firm
Access all of our advisor tools for a one-time fee of $50 (a $675 value!)
Data
25%
Data set
Billing
25%
Data set
Reporting
25%
Data set
Client Portal
25%
Data set
Feature
25%
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Data set
Feature
25%
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Data set
Feature
25%
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Data set
Feature
25%
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Data set
Feature
25%
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Data set
Feature
25%
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Data set
Watch an Atlas overview to learn more
Save 20% with code: Black Friday
Whether you’re a newbie landing page creator or a pro, Unbounce gives you the tools to not only build custom landing pages, but also get more conversions on your website.
Custom Reports in 0 Minutes
21.6K
Our automated reporting environment lets advisors effortlessly check in on accounts and create transparent client reports.
Active Customers
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Compliant Fee Billing in 5 Minutes
21.6K
Billing is easy with Bridge. Offer clients invoices that are compliant, branded, and fully automated.
Active Customers
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Accurate account reconciliation with 1% of the effort
21.6K
Reduce data quality issues by 99.9% with the next generation of fully-automated data processing.
Active Customers
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Proactive Client Insights in 1 Click
21.6K
Stay up to date with accounts, know where to spend time, and how to best inform client relationships. The Atlas Insights Engine makes life easier without adding a single minute to an advisor’s day.
Active Customers
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Benefit 1
21.6K
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Active Customers
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Benefit 1
21.6K
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Active Customers
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Advisors trust Bridge
Whether you’re a newbie landing page creator or a pro, Unbounce gives you the tools to not only build custom landing pages, but also get more conversions on your website.
Jesse Rodrigue
President & Chief Financial Advisor
Making my company super efficient in billing and performance reporting was exactly what I needed to do. Bridge provides all the things my firm needs to be efficient and effective, giving me the tools and time for higher quality client management.
Tim Carpenter
Wealth Management Analyst
Bridge’s performance reporting functionality has become more prevalent now than ever before. If the market fluctuates, we can use Bridge data to look at the big picture, making client conversations much easier.
Access all the power of Bridge's technology for a one-time fee of $50
Click below to get started!
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Partners
Whether you’re a newbie landing page creator or a pro, Unbounce gives you the tools to not only build custom landing pages, but also get more conversions on your website.
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Thank you! Your form has been successfully submitted.
Thank you! Your form has been successfully submitted.
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XYPN Implementation Fee
$50.00
Thanks for your order!
You will receive an email shortly with your order details.
Oops, something went wrong
We couldn’t process your order. Please try again with a different payment method.
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