Dynasty Financial Partners attracted $100 million of investment capital and now it is investing it forward, so to speak. It just invested in start-up financial technology company BridgeFT, taking a minority stake in the data analytics and portfolio reporting software
Innovation is necessary to increase market share and revenue to survive in fast-paced industries such as wealth management. But often, when institutions fail to innovate,
New Features and Enhancements User Experience Updates Enhancements to the BridgeFT Billing Engine BridgeFT has made major enhancements to the Billing Engine used to generate
New Features and Enhancements User Experience Updates Bulk Upload for Manual Accounts (Add/Update/Delete) The bulk upload for manual accounts allows clients to add, update or
Scroll down to explore user experience updates, an exciting new custodial feed partnership, and an upcoming webinar on our latest trading integration! New Custodial Integration
Scroll down to explore new billing capabilities & an exciting user experience update. New Billing Capabilities Running Invoices by Client Ability to generate invoices by household
Scroll down to explore new billing configurations, updated performance reporting, and expanded flexibility of our WealthTech API. One Off Fee and Rebate Calculations You can
Scroll down to explore expanded reporting options, new account configuration options, and improved security search functionality. Ability to Deactivate Accounts in Atlas You can now
As an advisor, your typical day consists of meeting with clients, managing your portfolio, researching investments, and focusing on continuing education. Unfortunately, to keep your
New technology makes you money. For example, the new laptop you just bought your executive assistant is an investment in efficiency, which translates into increased
Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.
See a live demo of how advisors are using Atlas to power their firm’s operations.
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