Atlas helps you deliver better client outcomes through proactive, automated portfolio management. Deliver intuitive reports, automate data management, get access to proactive client insights, and much more.
Portfolio management software should do more for your business than generate PDFs your clients barely understand. Discover technology that empowers you to do more.
Legacy advisor software is old, time consuming and expensive to use. How are you supposed to achieve anything with software like this?
Stop letting legacy tech hold your firm back. Atlas aggregates disparate client data, automates key portfolio management tasks, and delivers proactive insights. Deliver better client outcomes with innovation on your side.
“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.”
President & Chief Financial Advisor, Fortune 45
Faster processing of core back office functions like fee billing and report generation
Average cost-savings compared to legacy portfolio management software and service
More time for client engagement and communication
With Bridge, your business benefits from the latest in enterprise security. Benefit from regular information security reviews, including external audits from some of the largest US Financial Institutions.
We mask or eliminate any personally identifiable information (PII) whenever possible or when not required to deliver functionality.
Bridge is powered by industry leading providers of cloud architecture and security standards
Bridge never directly manages, advises, or takes discretion over your client accounts, minimizing security risk with read-only access.