Our newest capabilities gives advisors a tech-forward perspective into client data, so they can serve clients thoughtfully even at scale.
“Making my company super efficient in billing and performance reporting was exactly what I needed to do. BridgeFT provides all the things my firm needs to be efficient and effective, giving me the tools and time for higher quality client management.”
Jesse Rodrigue, President & Chief Financial Advisor
BridgeFT’s AI-driven insights provide valuable information for advisors, client service teams, and other WealthTech tools. The results? Advisors know what clients need before they do.
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Discover powerful back-office advisor technology with seamless custodial data flow.