Bridge and AdvisorPeak work better together
Combine AdvisorPeak’s powerful rebalancing solution with seamless data management and account reconcilation from Bridge
Automated data management and account reconciliation
Innovative portfolio trading and rebalancing
Bridge gives you better data with zero effort
Sign up by July 1st, get your first 3 months free
*Your card will not be charged at this time.
Benefits of Using AdvisorPeak & Bridge Together
Access best-in-class data management
As an advisor, you need the best technology to operate your business and serve your clients. Bridge’s automated data feeds with most major custodians and daily account reconciliation allows for consistent, clean data throughout your tech stack.
Leverage special pricing
Bridge’s partnership with AdvisorPeak gives you access to best-in-class data management at a specially discounted rate not available anywhere else.
Have confidence your data is always in-sync
With Bridge as your central source of aggregated and reconciled custodial data, you’ll have confidence that your data will stay in sync across your business.
Discover Bridge’s data management platform
Advisors can automatically see reconciled custodial account data in AdvisorPeak from Bridge, every morning, no action needed
Why do advisors love working with Bridge?
Increase Operational Efficiency
Bridge automates daily reconciliation and data import so you can focus your time on what matters most.
Reduce Business Risk
Automated data feeds eliminate the time and risks associated with manual data reconciliation.
Grow Your Firm
Bridge streamlines your back-office, allowing you to scale faster without scaling costs.
Monthly Fee Per Firm by AUM
$0-50MM
$50-100MM
$100-250MM
$250-500MM
$500MM-1BN
$50/mo.$75/mo.$100/mo.$200/mo.$400/mo.All plans include unlimited accounts.
Ready to get started with Bridge’s data solution?
Enter your information to access our powerful data aggregation free for your first 3 months
*Your card will not be charged at this time.