BridgeFT Product Release Notes September 2022

Scroll down to explore new billing configurations, updated performance reporting, and expanded flexibility of our WealthTech API.

One Off Fee and Rebate Calculations

You can now calculate one-off fees and rebates directly in Atlas! This allows you to generate fees for a single client household or provide rebates to your clients.

Semi-Annual & Annual Billing

We have increased the flexibility of fee structure configuration in Atlas by adding Semi-Annual and Annual billing frequencies.

Performance Inception Date

We have enabled the ability to update the inception date for performance. This allows you to capture performance as of the date assets were invested for a client.

WealthTech API Updates
Tax Lots are now available using WealthTech API. Additionally, we updated our Developer Documentation including new use cases and  specifications on available data elements.