Technology that helps you be a better advisor

Discover modern, automation-driven Portfolio Management Software. Advisors use Atlas to streamline billing, make client reporting more impactful, and ensure timely, accurate data without the need for account reconciliation. Atlas reduces time spent on back-office operations so you can spend more time on what matters most: serving your clients.

Solutions For

RIAs

Bridge offers a modern, best-in-class portfolio management solution backed by the support of a hands-on team of technology experts to help financial advisors run better, more efficient firms with a fraction of the effort of legacy solutions.

Enterprise Wealth & Asset Managers

Bridge offers enterprise-level technology and data solutions for financial institutions including banks, enterpise wealth managers, and asset management firms.

FinTechs

Get tapped into wealth and asset management’s most important data infrastructure in an afternoon. Building on our suite of RESTful APIs enables FinTechs to focus on their core value instead of wasting previous dev cycles on plumbing.

Advisors Thrive With Bridge

“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, Fortune 45

“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.”

Tim Carpenter

Wealth Management Analyst, Foothills Financial Planning

“The Bridge leadership team has established a ‘consultancy’ culture versus a ‘software sales’ culture at Bridge. They continually spend time listening to my requests for software upgrades. And they actually implement them.”

Jeremy Boynton

Founder, Laureate Wealth Management

Run compliant fee billing in 5 minutes

Billing doesn’t have to take 5 days every quarter end. With Atlas’ billing tool, you can run billing just 5 minutes and provide your clients with invoices that are compliant and branded without creating any extra work on your part.

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Modern, fast, and clear performance reporting

Client reporting should be fast, clear, and instill confidence & transparency. With Atlas’ automated reporting environment, you can get up to speed on your client’s accounts any time you want. And the reporting environment is streamlined so you can finish client reports in 0 minutes.

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Accurate, timely, consistent data

You shouldn’t be spending time or money managing data in your business. With Atlas, eliminate the need for account reconciliation. All of your data is seamlessly managed, integrated across platforms, accurate, and available when you need it.

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Actionable client insights so you can stand out

Our powerful, innovative Insights Engine analyzes the thousands of data points we aggregate from your custodial accounts in order to provide you with cutting edge insights on what is going on within client accounts, where to take action, and when to reach out to a client. With Insights, you get a competitive edge without adding any additional work to your day to day.

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Bridge integrates with the tools you already know and love

Atlas’ out of box integrations makes it easy for you to continue to use the tools you already know and love, while being confident your data will stay in sync across systems.

  • Take advantage of 25+ native integrations
  • Leverage our powerful open API for custom integrations
  • Access our network of partners to build the best technology stack for your firm
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Hear from the advisors we work with

How to Get Started