Frequently Asked Questions

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 BridgeFT Sales to learn about these option and discuss the most suitable for you and your clients.

We offer the necessary customizations for billing and reporting without overwhelming you with choices. Examples of customizations include: benchmark creation, asset classification names, and reporting type and frequency. For clients who demand complete control, you have full customization ability through our API with a number of ecosystem partners ready to help you.


Of course. You can customize the logos and disclosures on your reports, invoices, and client portal.

This is completely up to you, the advisor/firm owner – we do not send communications from the Bridge system to your clients, but we do offer you the option to invite some or all of your clients to view reports and invoices, aggregate outside accounts, and share files via your white-labeled client portal.

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.

Not a problem! Depending on the source of data for your the alternative assets you want tracked, our team can develop a custom data and reporting solution for your firm. We recommend discussing your needs with a member of our team so we can help you evaluate the options available.

Our standard onboarding takes less than 30 days from signing the contract with Bridge to having access to the system. During this time, we manage the historical data conversion, your billing configuration, and any customizations from your former system, so you can focus on your business priorities. Please note that due to significant demand, your onboarding time-frame may be subject to a waitlist.

Our tool is designed to be simple and easy to use. To keep it that way, we have limited excessive customizations, settings, and workflows you need to create at the time of onboarding. Additionally, Bridge has proprietary automation technology built around typical conversion processes. These together both reduces onboarding time and the learning curve for leveraging our technology