BridgeFT is delighted to share the news that we have recently completed our System and Organization Controls (SOC) 2 type II Audit. What is SOC 2 Compliance? The SOC 2 audit stands as one of the most esteemed benchmarks for
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.
Becoming an independent registered investment adviser (RIA) can be a lucrative and fulfilling career path—two factors that have contributed to the growing number of RIAs
When you just want to start helping clients one-on-one, growing your new advisory firm can be frustrating. But the faster you grow your business, the
Nowadays, lots of advisors are blogging. This is because a blog can drive more traffic to your advisor website, and increase your credibility in the
Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.
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