Case Studies

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.

ProTrustee Brings Trust Platform to Market Faster and at Lower Cost When Powered by BridgeFT’s WealthTech API

ProTrustee is an innovative, cost-effective and unified trust technology solution for bank trust departments and independent trust companies.

SmartRIA Uses BridgeFT WealthTech API to Power Real-Time Compliance Recommendations

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.

Flyer Financial Technologies Powers Critical Trading Infrastructure and Order Management Workflows with BridgeFT’s Wealthtech API

Flyer Financial Technologies (Flyer) offers advanced trading and order management technology for managing complex, multi–asset, institutional trading strategies through its proprietary Co-Pilot portfolio and order management platform and the Flyer Trading Network.

ACA Streamlines Billing and Account Management with Atlas

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 Improves Client Satisfaction While Saving Time & Money With Atlas

Passive Capital Management, LLC (PCM) is a fee-only registered investment advisor with a mission to provide every client with a successful investment experience.

Fortune 1,000 Bank Scales to Acquisition with Data Solutions Powered by BridgeFT

The client is a Fortune 1,000 bank with a large private wealth arm which manages billions in AUM.