Bridge transforms how advisors and service providers access, use, and report on financial data. We power wealth management infrastructure to create thriving advisor practices.
Bridge Fuels Top Advisors And Enterprises
“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.”
Jesse Rodrigue, President & Chief Financial Advisor
Explore Atlas, modern Portfolio Management Software
Discover seamless Data Solutions and APIs
Our automated reporting environment lets advisors effortlessly check in on accounts and create transparent client reports.
Reduce data quality issues by 99.9% with the next generation of fully-automated data processing.
Billing is easy with Bridge. Offer clients invoices that are compliant, branded, and fully automated.
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.
At Bridge, we harness the latest financial technology to make the data advisors use every day more accessible. Reduce the time and resources it takes to get trade-ready insights, generate accurate reports, and provide excellent financial services.
Data feeds covering 90%+ of wealth management custody with over 5k unique data codes normalized.
99.9% fewer recon events that require human intervention vs legacy solutions.
25+ out-of-box integrations and counting
Continue to use the best tools, while being confident that client data will stay in sync across systems.
Choose from 25+ native integrations at no additional charge
Leverage our powerful open API for custom integrations
Access our network of partners to build the best technology stack