Frequently Asked Questions
What do you do with my data? Do I own it or do you?
It is your data and you own it – we just turn it into attractive, easy-to-understand reports for your clients and your firm. We never sell or share your data with any third party unless you expressly request we do so (for example, an integration out to another technology provider), and we never will. We also take information security very seriously.
Can you help me with investment management solutions?
Absolutely! We have a few options with various technology and investment management partners – it all depends on how much (or how little) involvement you want on a day-to-day basis in this part of your business. Contact
How customizable is the software?
Can I put my own branding on the reports?
Will all my customers have to log in / know I am working with Bridge?
Can you work with family offices?
Yes – we work with all firms regardless of size or number of accounts. It just depends on what your clients want to see on their reports and what will help you drive client conversation. Drop our Sales Team a line and they can quickly help you determine if Atlas is the right tech for you.