Case Studies

With BridgeFT, RIAs, wealth managers, FinTechs, and Enterprises harness client data to empower their teams and drive better client outcomes. Read about some of our many success stories below.

Passive Capital Management Improves Client Satisfaction While Saving Time & Money With Atlas

Passive Capital Management, LLC (PCM) is a fee-only registered investment advisor with a mission to provide every client with a successful investment experience.

ACA Streamlines Billing and Account Management with Atlas

American Capital Advisory (ACA) is a privately owned registered investment advisory firm that specializes in providing financial services to individuals, institutions, partnerships, and trusts.

Fortune 1,000 Bank Scales to Acquisition with Data Solutions Powered by BridgeFT

The client is a Fortune 1,000 bank with a large private wealth arm which manages billions in AUM.