Flexible reporting environment allows for on-demand web-based interactive reports and PDF reports. Report types include: account summary, performance, holdings, asset allocation, transactions, income, realized gain/loss, and fees.
BridgeFT provides time-weighted performance returns calculated in accordance with GIPS ® standards. Historical performance from the legacy system can be converted and preserved.
Advisors have access to thousands of indices and investable benchmark options for single or blended benchmarks.
Customizable billing environment with flexible fee schedules and billing group arrangements.
Pre-formatted fee upload file and low cash balance alerts are available in the system, and fee calculation details are stored for audit trail purposes.
White-labeled invoices are automatically generated, and can be posted to the client portal automatically.
Offer a modern client experience with our white-labeled client portal. End clients can access their reports and invoices electronically.
Reconciled data through the prior business day will be automatically populated, so end clients can view updated account information in web-based reports.
Held-away account aggregation and secure file sharing is included on the client portal.
About this Product
Automation software for a simplified back-office experience:
Automated account management and data reconciliation
Simplified billing, invoicing, and performance reporting
Integrated with trading partners for streamlined rebalancing
About Bridge Financial Technology
Bridge Financial Technology is an automation-focused software designed to help advisors save time by streamlining back office functions and effectively scale their business with confidence. Bridge is focused on improving and expanding our technology in order to give advisors the tools they need to improve efficiency in the back office,enhance client interactions, and spend more time with existing clients or continuing to grow their business. Our trading partnership enables advisors to efficiently manage portfolio construction and execution in-house, in addition to accessing the full suite of BridgeFT for consistent, clean back-end reporting, automated billing, and support from BridgeFT.
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.