Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Bridge Portfolio

Bridge automates RIA workflow promoting growth, quality, and rapid response. Our comprehensive platform fosters each RIA’s distinct identity and strategy with proven automation, eliminating redundancies.

Bridge delivers proven, comprehensive solutions to the RIA and their clients that are efficient and flexible, supported by world class service.

Bridge is a relentless problem solver that values: integrity; relationships; continuous growth & improvement; simplicity; efficiency; and accuracy in all things.

The Bridge suite of services, includes: rebalancing & trade work flow, portfolio performance accounting & reporting, fully automated client onboarding, daily reconciliation, billing, advisor dashboard & private label website, mobile solutions, UMA capabilities, and full aggregation of all assets and accounts. Powering the independent advisors’ entire ecosystem, Bridge supports and delivers leading edge solutions, integration tools (including CRM integration), along with providing access to compliance and regulatory services, asset consulting, and more.

Bridge Portfolio
  • Rebalancing & Trade Work Flow
  • Portfolio Performance Accounting & Reporting
  • Client Onboarding
  • Daily Reconciliation
  • Billing
  • Advisor Dashboard & Private Label Website
  • Mobile Solutions
  • UMA Capabilities
  • Aggregation of Assets and Accounts
  • Integration Tools
  • Compliance and Regulatory Services
  • Asset Consulting
Bridge Portfolio

Companies that integrate with Bridge Portfolio

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

Wealthbox is a web-and-mobile CRM application for financial professionals.

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Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.

Bridge Portfolio

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.