Bridge
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
BridgeFT is a company that offers a software suite aimed at wealth management, designed to support the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company targets financial institutions and fintech innovators, focusing on the automation of back office operations and the creation of digital wealth management ecosystems. BridgeFT's products, including the WealthTech API and Atlas for Advisors, are intended to facilitate integration and data aggregation, which may contribute to personalized client experiences. The company aims to streamline development processes and reduce resource overheads, providing a solution that is positioned to support client outcomes in a digital financial environment.
Key facts
- Founded
- 2015
- Headquarters
- Chicago, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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