[KITCES.com] The Latest In Financial #AdvisorTech (March 2024)
March 4, 2024
Salesforce Financial Services Cloud highlights a new pre-built multi-custodial data
Stay current on the latest resources and news from BridgeFT.
Salesforce Financial Services Cloud highlights a new pre-built multi-custodial data
Attune Solutions announced its launch of Attune WealthData, Powered by
Attune Solutions announced its launch of Attune WealthData, powered by BridgeFT – Financial Services
Rapidly Growing RIA and Wealthtech Platform Provider Creates Differentiated Advisor Experience That Combines Unique Technology and Deep Investment Experience. Parti Pris Investment Partners is a
Company Description Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients
BridgeFT’s WealthTech API Delivers Multi-custodial Data Infrastructure and Application Services for Client Reporting and Fee Billing to Fuel Highly Differentiated Solution About the Company Zoe
BridgeFT is delighted to share the news that we have recently completed our System and Organization Controls (SOC) 2 type II Audit. What is SOC 2 Compliance? The SOC 2
“WealthTech-as-a-Service” (WTaaS) describes the blend of wealth management and essential technology available through a range of cloud-native, API-first data and application infrastructure softwares which help wealth management firms and fintech
Direct indexing is one of the hottest trends for investors of all levels. The market for direct indexing is growing so quickly that it’s expected to outpace exchange-traded funds (ETFs)
Prestigious International Awards Program Recognizes Outstanding Data Technology Products and Companies CHICAGO | April 11, 2024 10:15 AM Eastern Daylight Time BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions,
Wealth infrastructure software leader completes SOC 2 Type II audit, demonstrating commitment to customer security and the highest privacy and data protection standards. CHICAGO | April 02, 2024 09:00 AM Eastern Daylight
The award recognizes the growth and impact BridgeFT’s WealthTech API has had on fueling innovation throughout the wealth technology ecosystem. CHICAGO | February 22, 2024 10:15 AM Eastern Standard Time BridgeFT, a
Best Data, Information or Intelligence Provider
Industry Disruptors
Technology Disruptors
Technology Providers/Innovation Platforms
Best Cutting Edge Solution
Best Data Provider
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