by Addison Hesterman | Nov 12, 2019 | News
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...
by Addison Hesterman | Nov 4, 2019 | News
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 Comments