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.
“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.”
CEO of BridgeFT