Bridge Financial Technology

About

Bridge is a financial technology company with an operating history of over 15 years. Its software focuses on automating necessary but time consuming work for advisors, from data and portfolio management to client report delivery. This in turn allows the advisors to scale faster, serve more clients, and run more efficient businesses.

Contacts

Products / Services

  • Billing
  • Performance Reporting
  • Trading
  • File Sharing
  • Client Portal
  • Account Aggregation

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 9
Partnership: 3
SmartRIA is a compliance software platform for wealth managers. We differentiate ourselves by solving more compliance problems in a single...
Integrations: 20
Partnership: 0
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable...
Integrations: 42
Partnership: 0
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...
Integrations: 24
Partnership: 0
Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research...
Integrations: 15
Partnership: 0
Tolerisk® is an analytical tool used by all types of Financial Professionals to help their clients figure out how much...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

SUBSCRIBE

Whether you are a founder, investor or partner – we have something for you.

Home
Get in touch
Explore on signals.MAG