Bridge Financial Technology delivers automation-focused software designed to help advisors save time by streamlining back office functions,
so they can scale their business with confidence.

Our advisors have access to:

  • Automated account management and data reconciliation
  • Daily, on-demand web-based reports and automated, consistent PDF report generation
  • Time-weighted performance returns calculated in accordance with GIPS®
  • Customizable billing environment with automated invoice generation
  • White-labeled client portal for a modern client experience
  • Held-away aggregation powered by Quovo© and secure file sharing

CLICK HERE to learn more about Bridge Financial Technology