Learn how FinTechs, TAMPs, RIAs, and financial institutions are utilizing BridgeFT’s WealthTech API.
Provided multi-custodial data aggregation to fuel the technology of all Dynasty’s integration partners.
Automated data flow into their compliance platform, expanded their custodial data coverage, and improved their overall user experience.
Provided a single point of connectivity for all of their custodial data needs, resulting in a better product experience for their clients and an overall more competitive product offering.
Powered VRGL’s analytics suite, providing a modern, fully automated, API-first connection to aggregated custodial and held-away accounts. Wealth managers can now seamlessly access a complete view of a client’s comprehensive financial picture to drive deeper portfolio analysis.
Drastically shortened development timelines and supplied their platform with mission-critical custodial data from Schwab, TD, and Fidelity via a single data integration point that powers their planning tools with on-time, accurate account information.
Provided ALLINDEX with connectivity to all of the major custodians and back office providers, enabling their users to automatically bring in essential account and investment data, therefore accelerating US market expansion.
Provided Flyer FT users with timely, reliable, and comprehensive data to support trade order creation and created full visibility into critical client and account information to support on-going portfolio management.
Deployed seamless fee billing and client reporting powered by accurate, on-time custodial data, allowing them to deliver the right advisor and client experience and increase efficiency through their platform.