Bridge Financial Technology
  • Advisors
  • Features
  • Partners
    • XYPN Advisors
    • AdvisorPeak
  • Resources
    • Blog
    • Buyer’s Guide
    • Reporting Guide
    • Communications Guide
    • FAQ
  • About
  • Schedule a Demo
Select Page
Bridge Financial Technology Integrates With AdvisorPeak

Bridge Financial Technology Integrates With AdvisorPeak

by Addison Hesterman | Nov 12, 2019 | Integrations & Bridge Updates

We are excited to announce an integration between AdvisorPeak and Bridge Financial Technology! Read our press release here. Advisors can access their reconciled custodial data from Atlas in AdvisorPeak with the click of a button for a seamless trading and rebalancing...
Bridge Financial Technology Integrates with Wealthbox CRM

Bridge Financial Technology Integrates with Wealthbox CRM

by Addison Hesterman | Nov 4, 2019 | Integrations & Bridge Updates

We are excited to announce an integration between Wealthbox CRM and Bridge Financial Technology. Read our press release here.  Advisors can link Wealthbox contacts in Atlas to see corresponding activities alongside the Atlas dashboard. Advisors can also log notes for...

Recent Posts

  • Growth-Focused Advisor Leverages Innovative Strategies to Scale His Firm
  • How Advisors Are Using Cutting-Edge Technology to Better Engage With Clients
  • All-in-One vs. Best-in-Class Technology: Which is better for advisors?
  • How One Advisor Found His Calling to Help Others and Built a $100M AUM RIA Along the Way
  • Culture Eats Strategy for Breakfast: Growing a Client-Centric RIA with a Culture of Service, Tenacity, and Trust

Recent Comments

  • derek frazier on “Everyone deserves financial security” – How One Advisor Took an Uncommon Path to Founding and Growing Their Firm for Overlooked Clients
  • Brant on How One Advisor Found His Calling to Help Others and Built a $100M AUM RIA Along the Way
  • Ernest Huval on How One Advisor Found His Calling to Help Others and Built a $100M AUM RIA Along the Way

Archives

  • April 2021
  • March 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • November 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • January 2019
  • June 2018
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016

Categories

  • Compliance
  • Integrations & Bridge Updates
  • Stories of the Trusted Advisor
  • Client Communications
  • Technology for Advisors
  • Sales for Advisors
  • Marketing for Advisors
  • Starting an RIA

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
  • Careers
  • Twitter
  • Linkedin
  • Email
Terms and Conditions