Break Free from
Legacy Financial Software
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
Over 1000 Advisors Trust Bridge To Power Their Business
“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
The Way Things Have Always Been Done Doesn’t Have to Be the Way You Do Them
Advisor Technology Doesn’t Have to Be Archaic
Explore Atlas, modern Portfolio Management Software
For:
RIAs
Wealth Managers
Rollups & TAMPs
Bridge Does Data Differently
Discover seamless Data Solutions and APIs
For:
Enterprise Wealth Managers
Service Providers
Fintechs
Portfolio Management
Atlas for Advisors
01
Custom Reports in 0 Minutes
Our automated reporting environment lets advisors effortlessly check in on accounts and create transparent client reports.
02
Accurate account reconciliation with 1% of the effort
Reduce data quality issues by 99.9% with the next generation of fully-automated data processing.
03
Compliant Fee Billing
in 5 Minutes
Billing is easy with Bridge. Offer clients invoices that are compliant, branded, and fully automated.
04
Proactive Client Insights
in 1 Click
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.
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Why Atlas?
Turn Bad Data into
Faster
Seamless
Compliant
Impactful
Data
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.
Source & Normalize
Data feeds covering 90%+ of wealth management custody with over 5k unique data codes normalized.
Ledgerize & Reconcile
99.9% fewer recon events that require human intervention vs legacy solutions.
Enrich & Deliver
25+ out-of-box integrations and counting
Your (Other) Favorite Tools, Integrated
Continue to use the best tools, while being confident that client data will stay in sync across systems.
Ready Out of the Box
Choose from 25+ native integrations at no additional charge
Customize
Leverage our powerful open API for custom integrations
Get Help
Access our network of partners to build the best technology stack
