Integrations /Custodians & Portfolio Management

Get started with Wealthbox + Bridge

Modern CRM integrated with advanced portfolio reporting for the win!

Overview

Bridge Financial Technology 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 Bridge.

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

Blog Post

“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 Bridge Financial Technology

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