by Carolyn Kick | Oct 14, 2020 | Integrations & Bridge Updates
Bridge Financial Technology is excited to announce the addition of Mike Sands to our growing team. In his new role as VP of Operations and Client Success, Mike will ensure Bridge’s clients continue to receive the high level of service that has become a hallmark of the...
by Carolyn Kick | May 26, 2020 | Integrations & Bridge Updates, Technology for Advisors
At Bridge, we do more than provide powerful, easy-to-use practice management software for advisors. We partner with advisors, working hand-in-hand with them to help them leverage technology to run a more efficient practice and better serve their clients. We do this...
by Addison Hesterman | Nov 12, 2019 | Integrations & Bridge Updates
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...
by Addison Hesterman | Nov 4, 2019 | Integrations & Bridge Updates
We are excited to announce an integration between Wealthbox CRM and Bridge Financial Technology. Read our press release here. Advisors can link Wealthbox contacts in Atlas to see corresponding activities alongside the Atlas dashboard. Advisors can also log notes for...
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