Bridgewise Goes Live on Interactive Brokers and Powerful New Features - June 2024 Updates

In June, we launched Bridgewise analysis on Interactive Brokers, and released two significant new features on our platform - a new Key Developments widget and Earnings Calls Transcript Analysis. In addition, Bridgewise hosted a webinar on ETFs with industry leader Deborah Fuhr, and more.

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Keep reading for all the details.

Bridgewise News

New Integrations with Bridgewise Customers

Bridgewise is proud of the industry leading customers who have selected our platform. In June, we went live with three new integrations with top financial platforms from around the world:

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Interactive Brokers - Bridgewise analysis is now available to Interactive Brokers customers in select markets. Interactive operates one of the world’s largest trading platforms with operations in over 30 countries worldwide.

?ável - One of the largest financial advisory firms in Brazil, ável has partnered with Bridgewise to create the Valorize portal, providing AI analysis to retail investors with an improved experience for end users.

Acionista - A leading financial portal and provider of the Clube Acionista platform, Acionista is adding Bridgewise analysis for its users, providing valuable content with clear recommendations helping to surface opportunities for investors.

Feature Updates

Unveiling New Key Developments Widget

Get an instant comprehensive view into the most important measurements and markers of a stock’s performance with the new Key Developments view. With highlights of important developments in the areas of news, share price, and fundamentals, this new feature brings together all of the most important recent developments for a stock in one place, including a clear label of whether it’s a positive or negative event. The view, which will be rolled out gradually to users, makes it much easier for investors to understand the stock at a glance and make an informed decision.

Bridgewise Launches Earnings Call Transcript Analysis

Earnings calls are a key source of information for investors, proving the critical information needed to understand the health of public companies. Now, Bridgewise is adding Earnings Call Transcript analysis, providing a quick summary of the key information from earnings calls. This analysis can help investors go beyond the bottom line numbers into the business decisions, actions, and developments that drive results.

Events

Unlocking ETF Trends Webinar with Deborah Fuhr

ETFs have become one of the most popular investment choices, offering a healthy balance of diversification and growth for investors of all experience levels. As part of Bridgewise’s increasing focus on ETFs and other funds, we hosted a webinar on some of the latest developments in the space with Deborah Fuhr, Managing Partner and Founder of ETFGI and a well known expert in the ETF industry.

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You can see the recording of Deborah’s presentation above.

Resources

Mexico Elections - The Potential Impact for Investors

In his latest article on Nasdaq, Bridgewise CIO Ilan Furman, looks at the

potential investment impact of the recent election of Claudia Sheinbaum, who will serve as Mexico’s first female president. In addition to a broad overview of the macroeconomic implications, Furman presents possible additions for a portfolio optimized for the new administration.