Bridge Financial Technology Integrates with AdvisorPeak — Read More »

We are excited to announce an integration between AdvisorPeak 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. To see the AdvisorPeak + Atlas integration in action, sign up for our partner webinar on December 5th at 2:00 pm ET.

Interested in Learning More?

Contact Bridge Director of Partnerships, Margaret Myers at margaret@bridgeft.com or select a time for her to call you here.