778-990-2482
We help you achieve your goal.
778-990-2482
We help you achieve your goal.
Access a robust suite of practice management tools, at a highly discounted rate
Through Bridge's partnership with XYPN, you're eligible to access the full Atlas platform at a highly discounted rate plus take advantage of dedicated service support.
Pay a one-time $85 onboarding fee, then access Atlas monthly at the discounted rate outlined below.
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
$85.00
Thanks for your order!
You will receive an email shortly with your order details.
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Core features for your firm
Access all of our advisor tools at a highly discounted rate plus take advantage of dedicated, hands-on support for XYPN members.
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.
Get started with Bridge today! Click below to pay a one-time $85 fee to access Atlas.
You will only be charge $85 today. Starting the following month, you'll be billed a highly discounted fee based on your firm's AUM or number of accounts. 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.
Thank you! Your form has been successfully submitted.
Thank you! Your form has been successfully submitted.
Thank you! Your form has been successfully submitted.
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XYPN Implementation Fee
$85.00
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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