When using Atlas and Portformer together, advisors are alerted to lowered cost ETFs and Mutual Funds alternatives in comparison to ones that their clients currently own directly on the Bridge dashboard.
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.
How does it benefit advisors?
- Proactively see alternatives and cost savings for existing positions in client portfolios directly in Bridge.
- Use the head-to-head Replacement Scores™ in Portfomer to monitor investment plans, discover new funds, improve model portfolios, and quickly create proposals for prospective clients.
Bridge users are eligible for a 50% discount on the Portformer platform.
Integrations & Partners
With industry leading API infrastructure, we aim to rapidly expand our partner ecosystem. Click below to see our complete list of partners and integrations. Or, if you are interested in building something custom with our API, give us a call or drop us a line.