Learn about Bridge’s partner ecosystem

Bridge understands the critical role that technology plays for advisor success in the modern marketplace. This is why we’ve invested heavily in our open architecture and remain focused on assembling a vast network of partners.

The open integrations we continue to build allow our clients to take advantage of leading, advisor-centric solutions, while giving advisors the flexibility to build their own powerful, effective tech stacks to meet their firm’s unique needs

The Bridge partner ecosystem

Our solutions partners provide the best-in-class technology and hands-on support our clients need to run a better practice.

Don’t sacrifice the tools you love

Bridge understands that every advisor is unique and has preferred technology and processes that work well for their firm. Instead of having to overhaul all of your current systems and move onto an all-in-one platform, Bridge can easily be integrated into your existing technology stack and be used alongside the tools you already know and love.

Close gaps in your technology stack

Bridge helps advisors better manage their practice, and technology plays a critical role in this. We leverage our robust network of technology providers to help our clients build a technology stack that allows them to run a more efficient business.

Have confidence your data is always in-sync

At Bridge, we specialize in data integrity. As your central source of aggregated and reconciled custodial data, we strive to provide data continuity so we can make it even easier to use the other technology tools you know, including proprietary technology, with the confidence that your data stays in sync across your business.

Meet our custodian and data feed partners

Bridge partners with all of the leading custodians and data feeds so you can ensure your data is accurate and in-sync.

Charles Schwab

Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.


TD Ameritrade is a broker that offers an electronic trading platform for the trade of financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, cryptocurrency, mutual funds, and fixed income investments.

Fidelity Investments

Providing clearing and custody services, brokerage, trading, practice management, and consulting to RIAs, broker-dealer firms, and banks.

Shareholder Services Group

Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Since 2002, SSG has offered brokerage services with extensive account insurance, a wide variety of investment options, competitive technology, and an experienced team committed to providing excellent personal service.

Pershing Advisor Solutions

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.

Plaid (formerly Quovo)

Plaid is focused on enabling innovation and democratizing financial services through technology. Plaid builds a data transfer network that powers fintech and digital finance products. Plaid’s technology enables applications to connect with users’ bank accounts.

Millennium Trust Company

Millennium Trust is an expert provider of specialized custody solutions for alternative assets, investment accounts and retirement funds.


The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields.

Meet our financial planning partners

Bridge integrates with all of your favorite financial planning tools so you harness the power of our portfolio management software without having to compromise on the tools you already know and love.

RightCapital – coming soon!

RightCapital’s innovative financial planning solution allows financial advisors to differentiate their value for more clients, create a simple plan in as little as 10 minutes, and empower themselves to evolve with planning needs.

eMoney – coming soon!

eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth.


Envestnet | MoneyGuide provides goals-based financial planning applications. Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.

Learn more about our MoneyGuide integration ›

Meet our risk partners

Bridge integrates with innovative risk solutions that help advisors make impactful recommendations for their clients.

Totum Risk

Totum Risk is the only multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation. With Totum, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk.


Tolerisk is an analytical tool used by all types of Financial Professionals to help their clients figure out how much risk to take in their investment portfolio.

Meet our compliance partners

At Bridge, we understand how challenging RIA compliance can be. This is why we partner with best-in-class, fully-integrated compliance solutions that give our clients the peace of mind that compliance is taken care of.


SmartRIA is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs. SmartRIA’s compliance software streamlines operations, saves time, and allows advisors to focus on growing their business.

Learn more about our SmartRIA integration ›

RIA Compliance Consultants

Comprised of experienced compliance professionals from the securities industry, RIA Compliance Consultants is a full-service consulting firm providing registration and compliance services for registered investment advisers.

Meet our rebalancing partners

Bridge integrates with the most powerful rebalancing solutions on the market so you can leverage our portfolio management solution alongside your favorite rebalancing tool.


With over 10 years of development and refinement, AdvisorPeak’s rebalancing software is the most powerful yet simple way to manage your client portfolios. AdvisorPeak’s software is supported by the most experienced development and support team in the industry.

Learn more about our AdvisorPeak integration ›

Blaze Portfolio

Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Blaze Portfolio’s SaaS platform empowers clients with scalable and flexible modeling, tax-optimization, cash management, trade compliance, and real-time electronic trading.


SMArtX is the only platform providing clients access to long only, long/short, short only, and options strategies through a single brokerage account (UMA). SMArtX provides this access with low minimums, flat fees, and the benefits of intra-day performance reporting and liquidity.

Meet our CRM partners

Bridge integrates with the CRMs you use daily—streamlining your operations and reducing administrative headaches.


Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

Learn more about our Wealthbox integration ›


Salesforce is the Customer Success Platform. Their social and mobile cloud technologies—including their flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways.


ForwardLane is powerful AI-based cloud technology for financial advisors. Empowering you to deliver exceptional client service with personalized insights and next best actions to grow your business, all within Salesforce.

Redtail Technology – coming soon!

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have more time, earn more money, and have more fun.

Meet our research partners

We partner with best-in-class research tools that help take your firm to the next level.

Thomson Reuters Eikon

Access an incredible depth and breadth of financial analysis data to make smarter decisions. Eikon is a flexible, open platform that’s purpose-built for trade innovation and lets you connect with the world’s largest directory of verified financial professionals.


Portformer is an online financial research tool that helps financial advisors grow their business and save money for their clients by finding high quality, low-cost alternatives to existing investments.

Learn more about our Portformer integration ›

Kwanti – coming soon!

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.

Meet our Strategic Service Partners

Our strategic service partners help improve operations for our valued clients.

STP Investment Services

STP Investment Services is a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives.

Are you an XYPN advisor?

Bridge partners with XYPN to offer emerging firms access to Bridge’s technology for free.

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Interested in becoming a Bridge partner?

With best-in-class portfolio management technology and a mission to help advisors run a better practice, Bridge is transforming the way advisors work and serve their clients. Bridge is always on the hunt for other innovative, tech-forward advisor solutions to join our growing ecosystem of partners.

Learn more about our portfolio management solution

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