Reporting is crucial to client communication. Step up portfolio management with reports clients love.
“Bridge’s performance reporting functionality has become more prevalent now than ever before. If the market fluctuates, we can use Bridge data to look at the big picture, making client conversations much easier.”
Wealth Management Analyst
Send reports that showcase your firm’s value. The Atlas reporting engine turns raw client and account data into eye-catching, on-demand reports that foster high-impact client conversations.
Web portal, email, PDF, or printing for in person review. No matter the format, it’s easy to share consistent, clear, concise reporting with Atlas.
Monthly & quarterly reporting done in 0 minutes. On demand report prep for three reports or three thousand. Our automation makes scaling simple.
Customize branding, colors, and settings to match your own. Your clients never even need to know your firm uses Bridge.
Customize report packages, benchmarks, asset classes, and more. Atlas makes it easy to tell your firms’ unique story.