Bridge specializes in automating data management, client billing and invoicing, and client reporting including performance accounting and tracking. The Wealthbox integration ties in key client notes, tasks, events, and demographics with the updated account information and client deliverables in Atlas, Bridge’s efficient and automated flagship software.
From Atlas, advisors can link contacts from Wealthbox to see corresponding activities alongside dashboards, reports, and more inside Atlas. Advisors can also log notes for a contact in Atlas that sync to the corresponding Wealthbox contact record.
The integration between Bridge and Wealthbox was enabled by Wealthbox’s API, well regarded in the developer community for its ease of use and clear documentation; enabling integrators to quickly build powerful functionality into their integrations.
“We couldn’t be more excited about our integration partnership with Wealthbox. We constantly hear from our clients how valuable this tool is in the advisor’s day-to-day. It’s another example of best in class, API driven tools working together to deliver a better advisor experience than is possible with an ‘all-in-one’ approach.”
— Rasheed Hammouda, CEO for Bridge Financial Technology
Interested in learning more?
Wealthbox and Bridge will be hosting a webinar showcasing this integration on November 12th at 2:00pm ET. Sign up here.