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Dynasty Financial Partners attracted $100 million of investment capital and
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Custom Indexing and Thematic Portfolio Construction Platform Leverages Multi-Custodial Data from BridgeFT to Fuel Highly Personalized Investment. Company Overview ALLINDEX, a Switzerland-based FinTech with US
Seamless Data Integration Delivers Accurate, Timely, Trade-Ready Custodian Data Directly to Flyer’s Co-Pilot Clients to Support Trade Execution and On-Going Portfolio Management Company Overview Flyer
Company Overview ProTrustee is an innovative, cost-effective and unified trust technology solution for bank trust departments and independent trust companies. Executive Summary ProTrustee is looking
Want to know the best way to offer differentiated wealth solutions and use financial data and technology? Retire the tech-stack mentality. The financial services industry has been long plagued by
Innovation is necessary to increase market share and revenue to survive in fast-paced industries such as wealth management. But often, when institutions fail to innovate, product problems, process shortfalls, and
As an advisor, your typical day consists of meeting with clients, managing your portfolio, researching investments, and focusing on continuing education. Unfortunately, to keep your firm running smoothly, you’re likely
The award recognizes the deep impact BridgeFT’s cloud-native, API-first approach has had on fueling innovation throughout the wealth technology ecosystem. CHICAGO | March 02, 2023 10:20 AM Eastern Standard Time BridgeFT, a
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth SAINT PETERSBURG, Fla. & CHICAGO–(BUSINESS WIRE)–Dynasty Financial Partners (“Dynasty”), the provider of
WealthTech API represents the first WealthTech-as-a-Service platform to deliver trade-ready, multi-custodial data, and mission-critical applications through a single API connection. BridgeFT, a cloud-native, API-first Wealth Infrastructure software company that enables
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