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Learn how we can help you

Bridge saves financial advisors time and money by automating back office and administrative work, and them serve their clients better through more transparent reporting.

 
 
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Navigators

Starters will have recently left a larger firm or made the career change to become an independent advisor.

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Builders

Builders left a larger firm or completed a career shift to become a RIA.They have been in business long enough now that they’ve have a strategy and some good business patterns in place.

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Growers

Growers have hit their stride and are doing very well. They may have worked for corporations or other firms in the past, but they have fully shed that life at this point. 


What Sets Us apart

Automation

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 Reporting

Reporting

 Billing

Billing

 Drift Alerts

Drift Alerts

 
 Client Portal

Client Portal

 File Sharing

File Sharing

 Intuitive Interface

Intuitive Interface

Ease of Use

We believe it doesn't matter how powerful your software is if you can't understand how to use it. Get up and running with Atlas/X in hours--no training courses required.

 

Superior Service

Our dedicated support team has a first response time nearly 7x faster than industry average. You can count on Bridge to be a partner in your success.

 Data Integrity

Data Integrity

 Instant Response

Instant Response

 Instant Billing

Instant Billing


Some of Our Partners

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At Bridge we integrate with other industry-leading technologies to ensure you have a superior user-experience. Want to know if we integrate with the technology you're already using?

 

Testimonals

 

Resources for Advisors

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Marketing Resourses

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Tech Resources

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Advisor Resources