Bridge

Partner Ecosystem

By tapping into our ecosystem, advisors can take advantage of Bridge’s robust partner network of wealth technology and services. Build powerful and effective tech stacks. Solve reporting and billing connectivity challenges. All at no additional cost.

Want to Partner with Us?

Bridge is always on the hunt for innovative, tech-forward advisor solutions.

Get in touch with us to learn more about joining our ecosystem.

Run a Better Practice with Open Integrations

Modern wealth management success hinges on technology. At Bridge, we believe our open architecture and vast network of partners create an ecosystem designed to help firms excel.

Use What Works

Easily integrate Bridge into your existing technology stack and use it alongside the tools your team and clients already love.

Stay Synced

Leverage Bridge as the central source for client data, performance, and insights. Help your advisors stay in-sync across portals, offices, and states.

Be More Efficient

Choose from our robust network of integrations that go beyond single-sign on. Build a connected tech stack that helps run a more efficient firm.

Testimonials

“The Bridge leadership team has established a ‘consultancy’ culture versus a ‘software sales’ culture at Bridge. They continually spend time listening to my requests for software upgrades. And they actually implement them.”

Jeremy Boynton

FounderLaureate Wealth Management

Partners

Explore the Bridge Partner Ecosystem

We integrate with many of the leading financial institutions, technologies, and services. Click the categories to learn more about our partners.

Custodians and Data Feeds

Financial Planning

Risk

Compliance

Trading and Rebalancing

CRM and Client Communication

Research

Service Providers

Offers

Explore exclusive offerings available through select partners

XYPN and AdvisorSpeak Firm Special Offer
Emerging firms get access to Bridge’s technology for free.
Learn More
XYPN and AdvisorSpeak Firm Special Offer
Emerging firms get access to Bridge’s technology for free.
Learn More
XYPN and AdvisorSpeak Firm Special Offer
Emerging firms get access to Bridge’s technology for free.
Learn More
XYPN and AdvisorSpeak Firm Special Offer
Emerging firms get access to Bridge’s technology for free.
Learn More