With BridgeFT, RIAs, wealth managers, FinTechs, and Enterprises harness client data to empower their teams and drive better client outcomes. Read about some of our many success stories below.
VRGL provides a suite of tools designed to empower wealth management firms to streamline the investment proposal and client acquisition process. Capabilities include risk tolerance, statement aggregation (including PDF statement extraction of all data), institutional-grade analytics, tax transition analysis, and proposal management capabilities.
Qdeck.ai, an innovative fintech company, harnesses the power of generative AI and investment management technology to empower registered investment advisors (RIAs) to enhance their clientsâ digital experiences while seamlessly managing their portfolios, saving time and cost, and growing their practices.
Direct Access to Multi-Custodial Data Unlocks Greater Personalization and Deeper Analytics Across Tax-Smart Portfolio Construction and Rebalancing Suite
Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.
Zoe Financial is a wealth platform where individuals can find, hire, and grow their wealth with trusted financial advisors. Zoe Financial makes wealth creation tailored through convenience, curation, and coverage.Â
ProTrustee is an innovative, cost-effective and unified trust technology solution for bank trust departments and independent trust companies.
SmartRIA sought a data partner who would allow them to outsource processing of custodial data feeds. By working with BridgeFT, SmartRIA not only automated data flow into their compliance platform, they also expanded their custodial data coverage, and improved their overall user experience.
ALLINDEX, a Switzerland-based FinTech with US presence, is a custom indexing and thematic portfolio construction platform helping to create personalized financial exposures.Â
Flyer Financial Technologies (Flyer) offers advanced trading and order management technology for managing complex, multiâasset, institutional trading strategies through its proprietary Co-Pilot portfolio and order management platform and the Flyer Trading Network.
American Capital Advisory (ACA) is a privately owned registered investment advisory firm that specializes in providing financial services to individuals, institutions, partnerships, and trusts.
Passive Capital Management, LLC (PCM) is a fee-only registered investment advisor with a mission to provide every client with a successful investment experience.
The client is a Fortune 1,000 bank with a large private wealth arm which manages billions in AUM.
ProTrustee is an innovative, cost-effective and unified trust technology solution for bank trust departments and independent trust companies.
Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.
Explore
Social
