AdvisorPeak and Bridge Financial Technology Announce New Data Integration and Partnership

Bridge expands its partner ecosystem with innovative rebalancing platform.

Bridge Financial Technology and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by optimizing the flow of data from your custodian(s) into two specialized platforms.

AdvisorPeak’s powerful trading and rebalancing software is designed to intuitively manage your client portfolios in a tax-efficient manner. Advisors using AdvisorPeak will now be able to automatically pull in reconciled custodial data from Bridge’s flagship portfolio accounting software, Atlas, with the click of a button. The robust integration saves hours by eliminating the need for duplicate data entry, reconciliation, and the associated risks of manual data transfer.

“We are excited to announce this new partnership and integration with Bridge,” stated Damon Deru, CEO of AdvisorPeak. “Our partnership with Bridge offers AdvisorPeak clients a modern reporting and accounting platform that adds immediate ROI for our advisors. This announcement follows our philosophy of partnering with best-of-breed technology platforms in the industry to offer advisors superior technology solutions.”

Clients using Atlas for data management, client billing and invoicing, performance accounting, and client reporting will have access to the integration immediately. Clients using AdvisorPeak’s rebalancing software can also receive access to the automated data management integration through Bridge’s new Data Solutions, without being required to be a user of Bridge. The ability to seamlessly access their reconciled data in AdvisorPeak creates a comprehensive portfolio management experience – while benefiting from two unique, specialized teams.

“We are constantly seeking and adding partners that will bring new value to our clients and enable their success,” said Rasheed Hammouda, CEO for Bridge Financial Technology. “It has been crucial to us to expand with partners in trading and rebalancing that uphold the same standards and prioritization of data integrity as we do, and we are confident in recommending AdvisorPeak to our clients. We are excited to offer advisors another partnership with best in class tools that improves the advisor experience while allowing us to maintain our own focus.”

About Bridge 

Bridge is a financial technology company with an operating history of over 15 years. We believe everyone should have access to a fiduciary advisor. Our portfolio management software enables advisors to serve more clients with greater efficiency. The Atlas platform automates necessary but time consuming functions for advisors, from data management to client reporting. The result: we allow advisors to scale faster, serve more clients, and be more productive. Visit or send an email to to request a product demonstration.

About AdvisorPeak

AdvisorPeak, Inc. was founded by former investment advisors and wealth management tech veterans with the vision of bringing innovative software to the financial services industry. Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research into the logistics of tax-smart portfolio trading and rebalancing. AdvisorPeak offers all investment professionals the opportunity to utilize powerful portfolio management tools at a reasonable cost. For more information about AdvisorPeak, or to schedule a software demo, please visit or follow @AdvisorPeak on Twitter.