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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 2024 Global Tech Award in the WealthTech Category

Qdeck Uses BridgeFT’s WealthTech API to Power Their AI-Platform with Accurate, Complete Client and Investment Account Data

[FINTECH INTEL] The shortlists for the US FinTech Awards have been revealed

Emerging Wealthtech Startup Selects BridgeFT to Fuel AI-Powered InvestmentTechnology Platform

Expert Articles

Expert Articles to Power Client Relationships

BridgeFT Wins 2024 Global Tech Award in the WealthTech Category

The award recognizes trailblazers who are shaping the future of technology CHICAGO | November 04, 2024 08:15 AM Eastern Standard Time BridgeFT, a cloud-native, API-first wealth infrastructure

[FINTECH INTEL] The shortlists for the US FinTech Awards have been revealed

[FINTECH GLOBAL] First-ever DataTech50 highlights innovators leading the way in data management in finance

Investment Data Enrichment: BridgeFT’s WealthTech API is Changing the Scope and Scale of Enrichment For the Better

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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