Bridge and XYPN Emerging Firms Program

Through Bridge’s partnership with XYPN, emerging firms will receive full access to Bridge’s practice management platform, for free ($8,000 annual value!)

Growing firm with under 15 accounts? Access Bridge for Free

Over 15 accounts? You can still access Bridge’s technology at a highly discounted rate.

Learn more >

Pay a One-Time $50 Onboarding Fee, Then Access Bridge’s Full Platform For Free!

Bridge’s technology integrates with other XYPN partners you know and love:

Reasons Advisors Love Bridge

Reporting

Build custom reports with Bridge’s dynamic report building environment. Access client reports in our interactive web-based environment or print them off for an in-person review.

Billing

Use Bridge’s Custom Fee-ID generation system to add new clients quickly and easily. Generate billing reports and invoices on-demand with one-click report generation. Easily manage any number of custom fee structures in a single, easy-to-use interface.

Data Feeds & APIs

Combined with our open-architecture API, our automated data feeds with most major custodians and daily account reconciliation allows for consistent, clean data in Atlas and the rest of your tech stack.

Discover Bridge’s practice management platform

Advisors can take advantage of our special offer to get access at a discounted rate

Why do advisors love working with Bridge?

Increase Operational Efficiency

Bridge automates daily reconciliation, streamlines building, and improves reporting.

Reduce Business Risk

Automated data feeds eliminate the time and risks associated with manual data reconciliation.

Grow Your Firm

Bridge streamlines your back-office, allowing you to scale faster without scaling costs.

We work with these custodians:

Ready to get started with Bridge?

 

Enter your information to get started with only a $50 one-time onboarding fee.