Integrations /Custodians & Portfolio Management
Get started with Wealthbox + BridgeFT
Modern CRM integrated with advanced portfolio reporting for the win!
Integrations /Custodians & Portfolio Management
Modern CRM integrated with advanced portfolio reporting for the win!
Overview
BridgeFT provides a wealth management infrastructure to create thriving advisor practices. The integration with Wealthbox allows advisors to link client contacts from Wealthbox to see corresponding activities alongside dashboards, reports, and more inside BridgeFT.
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.Resources
“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 of BridgeFT
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