Total Wealth Data represents the complete, financial picture of an individual or household, encompassing all investment accounts, holdings, and assets across multiple custodians and financial institutions. This goes beyond traditional account aggregation by integrating multi-custodial, back-office, and financial product data
As a young advisor just getting started, Daren recalls spending the first part of his career working for a broker-dealer, growing his book of business.
Introduction As investment options continue to multiply and clients are faced with more options and information than ever, communication from advisors takes on critical importance.
About Stories of the Trusted Advisor In Stories of the Trusted Advisor, we showcase the amazing advisors that work with Bridge. We’ll explore what made
About Stories of the Trusted Advisor In our series Stories of the Trusted Advisor, we tell the stories of the amazing advisors that work with
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
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