In recent years, AI and machine learning (ML) have revolutionized various industries, and wealth management is no exception. These technologies enable firms to improve decision-making, enhance operational efficiency, and provide more personalized client experiences. However, for AI and ML to
In today’s competitive market, trust is the cornerstone of any productive advisor/client relationship. In order for advisors to foster long-term, successful relationships, they must have
Today’s advisor is facing greater pressure to deliver a high-caliber client experience. Given the increase in competition, especially digitally native solutions, advisors are continuously tasked
At Bridge, we do more than provide powerful, easy-to-use practice management software for advisors. We partner with advisors, working hand-in-hand with them to help them
In what had been a bull market for over a decade until just recently, many advisors have neglected the importance of a strong, proactive client
In this post, we explore how passive and planning-focused advisors can leverage benchmarking and performance reporting to improve their firm’s operations. As an advisor, you
In today’s ultra-competitive market, many advisors are seeking tactics to establish their competitive advantage and set themselves apart. As an advisor, your client reporting processes
Today’s advisors are busier than ever. Balancing time between serving existing clients, growing their firm, and still trying to maintain time for a personal life
We are excited to announce an integration betweenAdvisorPeak 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 experience.
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.
Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.
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