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.”
“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.”
“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.”
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.
Learn More >
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.
Learn More >
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.
Learn More >
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.
Learn More About Insights >
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
Learn More About Our Integrations >
Hear from the advisors we work with
From Client Meetings to Capitol Hill: How One Fearless Fiduciary Built Her Fee-Only Firm From the Ground Up While Fighting For What’s Right
With degrees in English and Creative Writing, and a successful career as a corporate trainer, Peggy never expected to one day enter the world of finance. All that changed when her mother, then recently retired, had her finances derailed working with a cavalier...
Growth-Focused Advisor Leverages Innovative Strategies to Scale His Firm
After spending several years at a partner based firm, Bryan Cannon knew he wanted something different for his RIA career. “We had 12 or 13 partners at the time, and I was working circles around everyone else and due to this, I felt that the company was not having the...
How One Advisor Found His Calling to Help Others and Built a $100M AUM RIA Along the Way
As a child, Jesse grew up in a middle class family in southern Louisiana. His father worked in a chemical plant but took up a hobby of getting involved in the stock market to help him grow his retirement savings. Jesse recalls “As a child, my dad always taught me...
How to Get Started
Still Not Sure?
Learn More About Our Features