BridgeFT

Attention Salesforce Financial Services Cloud Users! Stop struggling with fragmented data—see it all in one place with our new accelerator for Salesforce FSC! Learn more about the accelerator in our upcoming webinar. We'll cover: ?? How to aggregate multi-custodial data effortlessly ?? Why seamless integration enhances client insights ?? A live demo showcasing data visibility ?? March 26th | 2:00 PM EST ?? Reserve your spot now → https://lnkd.in/gtQrcjvP Let's redefine the future of wealth management data—see you there! #salesforce #wealthmanagement #data #new #partnership

Unlocking the Power of Total Wealth Data: A New Era of Financial Insights In today's evolving wealth management landscape, a fragmented view of client finances is no longer sufficient. Enter the era of Total Wealth Data—a groundbreaking approach that represents the complete, financial picture of an individual or household, encompassing all investment accounts, holdings, and assets across multiple custodians and financial institutions. Unlike traditional account aggregation, Total Wealth Data provides data across broker-dealers, banks, asset managers, retirement plan providers, alternative investments, and more. This depth of insight empowers financial firms to: ? Gain unmatched visibility into client finances ? Unlock deeper insights for smarter decision-making ? Personalize strategies to reflect the full scope of a client's financial life Read our blog to learn more: https://lnkd.in/gHvaDnGs #data #wealthmanagement #futureofdata

Proud to be partnering with ShellBlack on the latest and greatest innovation in the #wealthmanagement space! If you're interested in learning more about our Salesforce Connector, RSVP for the upcoming webinar: https://lnkd.in/gDgTfga5

?? New Partnership Alert ?? BridgeFT is very excited to unveil our latest partnership with ShellBlack, resulting in the Multi-Custodial Data Aggregator Accelerator for Salesforce Financial Services Cloud. ?? This solution packs a powerful punch when it comes to centralizing total wealth data within your Salesforce instance. Key features include: ? Automated synchronization of financial accounts, positions, balances, transactions, tax lots and more ? Household-level investment visibility ? Multi-tiered matching logic for accurate data integration ? Pre-configured reports and dashboards for enhanced business insights Read the full press release for more details: https://lnkd.in/grazbe9q #wealthmanagement #fintechs #salesforce #data #partnership

This year, BridgeFT's WealthTech API has been recognized by the Global Private Banker as the Best WealthTech Solution Overall. This incredible recognition validates our commitment to empowering wealth management firms and wealthtechs with modern technology which makes it easier to access total wealth data aggregation to power next generation applications and advanced analytics. Click below to read the full announcement. https://lnkd.in/gVyVEs2C #wealthmanagement #award #wealthtech

Is swivel chair syndrome slowing down your firm? In wealth management, "swivel chair syndrome" happens when advisors are forced to switch between disconnected systems, manually transferring data and facing delays in decision-making. This not only wastes valuable time but also creates data inconsistencies, which can negatively impact client trust and growth. The solution? Modern WealthTech infrastructure. With cloud-native, API-first technology, firms can eliminate legacy inefficiencies, and control their own data while seamlessly connecting their technology stack. Ready to learn more? Read our newest blog: https://lnkd.in/g43Tu2s9 #wealthtech #wealthmanagement #financetech #fintech

?? What happens to your custodial data before it reaches your platform? You might be surprised. Raw custodial data isn't always clean, structured, or even complete. It's full of missing fields, inconsistencies, and surprises that could cause errors in reporting and analytics. ?? But what about when that very same data is enriched? Suddenly, it tells a full story—complete, accurate, and actionable. If your firm is still working with "raw" data, it's like reading a book with half the pages missing. Why settle for incomplete insights? With BridgeFT, you can eliminate data inconsistencies with enriched, multi-custodial data that's structured and seamless from day one. No surprises. Just better insights. Learn more about our unique approach to investment data enrichment: https://lnkd.in/gex3E-XF

In wealth management, data is only as valuable as the insights you can extract from it. That's why BridgeFT's WealthTech API delivers Data-Driven Insights & Analytics—helping firms move beyond raw data to actionable intelligence. Built on core data engines for performance, reporting, insights, and billing, our API provides access to high-value analytics through a single, normalized data source. ? Access high-quality, normalized, and comprehensive data—critical for accurate insights and analytics. ? Leverage pre-computed analytic packages for business, advisor, client, and operational intelligence. ? Solve key wealth management use cases with embedded capabilities that provide instant access to high-value insights via a single API. ? Gain analytics and trade-ready data with unmatched consistency to fuel next-gen wealthtech solutions. Learn more about the WealthTech API's analytics capabilities: https://lnkd.in/gCtk7ZTe #wealthtech #analytics #wealthmanagement #fintechdata

?? When it comes to upgrading your custodial data infrastructure, you have two options: 1?? A quick band-aid fix (think of it like using duct tape to hold your system together) 2?? A full infrastructure overhaul supported by a modern API-first wealthtech platform When factoring in longevity, option 2?? sets your firm up for future scalability and a more optimized end-user expereince. Now is the time to stop putting off the inevitable– discover how BridgeFT's WealthTech API can transform your firm from the inside out: https://lnkd.in/gJnYT2dt

Could your Portfolio Management System be creating a data bottleneck? Many RIA Aggregators rely on their PMS as a system of record, but this often leads to data inconsistencies, limited data depth, and lack of interoperability. The result? Fragmented insights and inefficiencies across reporting, billing, compliance, and analytics. To truly hydrate your data lake, you need multi-custodial, enriched, and API-driven data—ensuring every system operates on high-quality, consistent data. This means seamless integration, better decision-making, and scalable growth for your firm. Read our latest blog: Hydrating Your Data Lake: Why Your Portfolio Management System Isn't Enough to learn how to break free from data limitations. https://lnkd.in/gMQgdgi6 #rias #datalake #wealthtech #financialdata