Join our next product webinar on Wednesday, February 5 at 2pm ET!
During our next webinar, we will review the data reconciliation, billing, reporting, and client insights available on our flagship software, Atlas. We will also highlight new partnerships and integrations with Wealthbox CRM, AdvisorPeak, and Portformer.
Click here to register!
Come out and see us!
BridgeFT Sales and Leadership attends many conferences throughout the year to support our advisors and partners. This is also a great opportunity for us to network with other technology vendors and potential partners.
National LINC 2020 in Orlando
Come out to see Bridge in the Veo Village at TD Ameritrade’s National LINC 2020. We will be among other technology vendors and partners highlighting tools that will drive your business forward.
April 22 – 24
Shareholder Services Group 2020 in La Jolla Torrey Pines
Hear from industry experts on a variety of timely practice management and technology topics and network with other independent registered investment advisors and technology vendors to discuss how to grow and expand your business. Stay tuned for an updated agenda and more information on Bridge’s presentation session.
May 3 – 6
National Association of Active Investment Managers (NAAIM) Conference in Tampa
Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for 30 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice.
May 6 – 9
NAPFA Spring National Conference in Denver
Attendees at NAPFA National Conferences experience broad-based education on a variety of planning topics, the latest information in industry and regulatory trends and issues, greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards, exposure to the best minds in financial planning, economics, and investments, and interaction opportunities with a peer group committed to putting the client’s interests first.
XYPN 2020 in Denver
At #XYPNLIVE, you’ll find a jam-packed session schedule, acclaimed keynotes, add-on opportunities, and peer-to-peer networking. Setting #XYPNLIVE apart: a full-day dedicated to connecting you with partners, one-on-one advice, a commitment to inclusivity, and a supportive, family-friendly environment.
November 10 -13
Schwab IMPACT in Boston
IMPACT 2020 is the RIA industry’s premier event where thousands of advisors, experts, and solution providers come together to find the best strategies for continuing to elevate client service and firm success. You won’t want to miss it!