Bridge Financial Technology and Wealthbox CRM Announce Two-Way Integration

Bridge continues partner program expansion and adds Wealthbox CRM.

Bridge Financial Technology and Wealthbox CRM are pleased to announce a new integration and partnership, launched this quarter to continue to expand both firms’ respective networks of API partners.

Advisors using Wealthbox and Bridge’s Atlas software can now sync data between platforms with a new two-way integration. This release eliminates duplicate data entry and manual data management, so advisors can spend more time on the strategic aspects of running their business.

Bridge specializes in automating data management, client billing and invoicing, and client reporting, including performance accounting and tracking. The Wealthbox integration ties in key client notes, tasks, events, and demographics with the updated account information and client deliverables in Atlas, Bridge’s efficient and automated flagship software.

“We are constantly looking for partners that are specialized and are focused on areas that are crucial to the success of our advisors,” said Steve Carroll, Head of Product for Wealthbox. “Like Wealthbox, Bridge has built its technology around its API and advisor experience and is committed to developing easy to use, integrated software. Our respective API’s make the integration as easy as adding an extension to your favorite web browser, enabling quick, powerful data flows between our two systems.”

The integration was developed alongside advisors to limit keystrokes and reduce toggling between applications while offering the benefits of using two specialized platforms. 

Advisors using Atlas and Wealthbox can now utilize the two in an integrated workflow including: 

  • Link Wealthbox clients to Atlas households when new clients join––no more data duplication.
  • View a live WealthBox feed in Atlas to plan for future reporting needs.
  • Create and view notes in real-time in either system, including smart tagging other users or clients.
  • Send an email directly from Atlas using the client’s Wealthbox contact demographics.

“We couldn’t be more excited about our integration partnership with Wealthbox,” said Rasheed Hammouda, CEO of Bridge Financial Technology. “It’s another example of best in class, API driven tools working together to deliver a better advisor experience than is possible with an “all-in-one” approach.”

About Bridge

Bridge is a financial technology company with an operating history of over 15 years. We believe everyone should have access to a fiduciary advisor. Our portfolio management software enables advisors to serve more clients with greater efficiency. The Atlas platform automates necessary but time consuming functions for advisors, from data management to client reporting. The result: we allow advisors to scale faster, serve more clients, and be more productive. Visit or send an email to to request a product demonstration.