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 offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.
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.
Meet our risk partners
Bridge integrates with innovative risk solutions that help advisors make impactful recommendations for their clients.
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.
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.
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.
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.
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.
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.
Checkout the latest from the Bridge blog
Introduction As investment options continue to multiply and clients are faced with more options and information than ever, communication from advisors takes on critical importance. Financial reviews and client reporting processes are the foundation of accountability...
Bridge Financial Technology is excited to announce the addition of Mike Sands to our growing team. In his new role as VP of Operations and Client Success, Mike will ensure Bridge’s clients continue to receive the high level of service that has become a hallmark of the...
“Everyone deserves financial security” – How One Advisor Took an Uncommon Path to Founding and Growing Their Firm for Overlooked Clients
About Stories of the Trusted Advisor In Stories of the Trusted Advisor, we showcase the amazing advisors that work with Bridge. We’ll explore what made them want to become advisors, how they went about founding their firms, how they serve their clients in new and...
About Stories of the Trusted Advisor In our series Stories of the Trusted Advisor, we tell the stories of the amazing advisors that work with Bridge. We’ll explore what made them want to become advisors, how they went about founding their firms, how they serve their...
In today’s competitive market, trust is the cornerstone of any productive advisor/client relationship. In order for advisors to foster long-term, successful relationships, they must have sound business practices and excellent communication strategies that build trust....
Today’s advisor is facing greater pressure to deliver a high-caliber client experience. Given the increase in competition, especially digitally native solutions, advisors are continuously tasked with showcasing the value of their services and keeping their clients...