[Nasdaq] BridgeFT and ShellBlack Partner to Provide Multi-Custodial Data Aggregator Accelerator for Salesforce Financial Services Cloud
March 10, 2025
This partnership creates a ‘single source of truth’ for client,
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This partnership creates a ‘single source of truth’ for client,
Data is the Fuel for AI Innovation in Wealth Management:
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Company Overview Founded by pioneers of the institutional wealth management software industry, VRGL provides a suite of tools designed to empower wealth management firms to
Company Overview Qdeck.ai, an innovative fintech company, harnesses the power of generative AI and investment management technology to empower registered investment advisors (RIAs) to enhance
Direct Access to Multi-Custodial Data Unlocks Greater Personalization and Deeper Analytics Across Tax Smart Portfolio Construction and Rebalancing Suite. Company OverviewThe startup is a quantitative
Total Wealth Data represents the complete, financial picture of an individual or household, encompassing all investment accounts, holdings, and assets across multiple custodians and financial institutions. This goes beyond traditional
The wealth management industry is at a crossroads. While technology has unlocked incredible possibilities, many firms still find themselves tangled in a web of disconnected solutions, manual processes, and legacy
For RIA aggregators, data is everything. Whether you’re rolling up multiple firms, acquiring new businesses, or simply trying to deliver better insights to your advisors, the ability to aggregate, normalize,
Annual list features the world’s most innovative tech companies transforming the global investment and banking industries. NEWS RELEASE BY BRIDGEFT CHICAGO | April 02, 2025 09:00 AM Eastern Daylight Time BridgeFT,
This partnership creates a ‘single source of truth’ for client, account, securities, and transactional data—providing a holistic view of clients’ investments to fuel more personalized experiences. NEWS RELEASE BY BRIDGEFT CHICAGO | March 10,
BridgeFT is recognized for its revolutionary approach to streamlining access to high-quality, multi-custodial total wealth data. NEWS RELEASE BY BRIDGEFT CHICAGO | March 06, 2025 09:00 AM Eastern Standard Time BridgeFT, a cloud-native, API-first
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