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Advisor Resources

To help advisor practices thrive, our team has created tons of free resources. Check out our expert guides, articles, and advisor stories below.

Downloadable Guides

Downloadable Guides to Transform Your Firm

BridgeFT Wins Best WealthTech Solution Overall at the 2025 Global Private Banker WealthTech Awards

Unlocking the Power of Total Wealth Data: A New Era of Financial Insights

Breaking Free from Legacy Constraints: The Next Evolution of WealthTech Infrastructure

Hydrating Your Data Lake: Why Your Portfolio Management System Isn’t Enough

Expert Articles

Expert Articles to Power Client Relationships

BridgeFT Wins Best WealthTech Solution Overall at the 2025 Global Private Banker WealthTech Awards

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

Unlocking the Power of Total Wealth Data: A New Era of Financial Insights

Breaking Free from Legacy Constraints: The Next Evolution of WealthTech Infrastructure

Hydrating Your Data Lake: Why Your Portfolio Management System Isn’t Enough

Advisor Stories to Inspire Teams

“I came out of the broker-dealer world with a passion for serving clients and putting their best interest first.”

Daren, Sonoma Wealth Advisors

“People need people who are willing to help them without a hidden agenda.”

Jesse B. Rodrigue, Founder of Fortune 45

“What makes me unique and helps me connect with my clients is my own story of how I grew up and where I came from.”

Leighann Miko, Founder of Equalis

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