Explore WealthTech API Use Cases

Learn how FinTechs, TAMPs, RIAs, and financial institutions are utilizing BridgeFT’s WealthTech API.  

RIA Aggregators

Provided multi-custodial data aggregation to fuel the technology of all Dynasty’s integration partners.

“BridgeFT brings Dynasty speed of execution, reduced cost, and a turnkey architecture that will allow us to scale more efficiently. We are excited to partner with and invest in a company that moves at the speed of Dynasty’s pace of innovation.”
Ed Swenson
Former Chief Operating Officer


Compliance & Regulatory

Automated data flow into their compliance platform, expanded their custodial data coverage, and improved their overall user experience.

"We wanted to turn to a firm that would expand our custodian access, reduce our resource overhead, and make the overall process easier for our clients.”
Mac Bartine

Trust Platform

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.

“Our end users can now get the data they need to make informed decisions and complete their day-to-day fiduciary processes. Even better–they can do all this without spending time looking around or working with manual data entry and disconnected providers.”
Brandon Whittington
Founder and CEO

Client Acquisition

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.

"With BridgeFT as our ongoing custodial integration partner powering VRGL’s platform through their proprietary WealthTech API solution, our new and existing clients can accelerate revenue, benefit from best-in-class support and quickly reap the full power of VRGL’s 5 Pillar™ analytics suite.”
Josh Smith
Co-Founder and CEO

Financial Planning

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.

“Rather than focusing our planning and time on data integrations, the WealthTech API has allowed our team to spend more time talking about Income Lab and providing value to our advisors.”
Justin Fitzpatrick

Custom Indexing

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.

“The work BridgeFT has done reduced our time to market by months, if not years. BridgeFT is seen by our clients as the connection to several steps in their wealth management journey."
Christian Kronseder


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. 

“We were looking for a partner who could help us bring things together–from custodial data processing, billing, and performance reporting. They are like an extension of our internal team."
Rajesh Gaur
Head of Investments

White papers, eBooks, & guides

10 Questions To Ask Your Custodial Data Aggregation Provider
Whether your organization has already opted to work with an external data expert, or you're still weighing the pros and cons of an internal build out, this eBook can help you make an informed decision.
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The Future of Wealth Management Technology Is Now: Ready-to-Use APIs offer Greater Control and Accelerate Growth Opportunities
Cues from Booming E-commerce Providers Offer Blueprint for Delivering Hyper-Personalized, Digital Experiences – Without the Heavy-Lifting
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An API-First Strategy Fuels the Entrepreneurial Aspirations of FinTechs
Learn how a single API unlocks a world of possibilities with direct access to secure, standardized multi-custodial data and modern application building blocks.
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