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  • BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster. Our belief is that everyone deserves to work with a fiduciary financial advisor. Our mission is to deliver software that allows advisors to automate their office work and investment management, allowing them to serve more clients, scale their business, and keep costs low.

    Core Features

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    PERFORMANCE REPORTING

    Interactive graphs and customizable displays make it easy to view your
    client’s returns, cash flows, and other reports. Atlas/X supports custom benchmarks, giving you total control
    over your performance reports.
    Want to give your clients a beautiful
    and simple portal to view their reports? Simply enable the client portal and customize what they can see. With Atlas/X, you’re in command
    of your reports.

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    BILLING

    On-demand billing allows you to run
    your billing when it’s convenient for you and with any combination of unique fee schedules. Atlas/X’s easy-to-use fee structure creation system makes it simple to run complex billing configurations for all of your clients simultaneously. Manage account groupings, rules, and asset exclusions with ease. Take command of your billing reports with on-demand billing in Atlas/X.

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    TRADING & REBALANCING

    Atlas/X’s powerful trading tools make it easy to manage all of your accounts
    and investment models. Automatic drift-alerts helps you quickly see which accounts need to be rebalanced, and one-click rebalancing allows you fix out of tolerance accounts without having to do any complex calculations. No more need to juggle excel spreadsheets. Simplify your account management and trading process with Atlas/X.

     

    What sets us apart?

     

    SUPERIOR SERVICE

    Our dedicated support team has a first response time nearly 7x faster than industry average. You can count on Bridge to be a partner in your success.

    DATA INTEGRITY

    Bridge believes your data should be correct, period. That’s why our system intelligently reconciles for you. We have years of experience managing data conversions so you can make the switch to Bridge with confidence.

    INTUITIVE INTERFACE

    We believe it doesn’t matter how powerful your software is if you can’t understand how to use it. Get up and running with Atlas/X in hours–no training courses required.


    Some of Our Partners

    At Bridge we integrate with other industry-leading technologies to ensure you have a superior user-experience. Want to know if we integrate with the technology you’re already using?


    Resources for Advisors


    Starting an RIA?

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