Bridgeportfolio
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- Bridge automates RIA workflow promoting growth, quality, and rapid response. Our comprehensive platform fosters each RIAs distinct identity and strategy with proven automation, eliminating redundancies.Bridge delivers proven, comprehensive solutions to the RIA and their clients that are efficient and flexible, supported by world class service.Bridge is a relentless problem solver that values: integrity; relationships; continuous growth & improvement; simplicity; efficiency; and accuracy in all things.The Bridge suite of services, includes: rebalancing & trade work flow, portfolio performance accounting & reporting, fully automated client onboarding, daily reconciliation, billing, advisor dashboard & private label website, mobile solutions, UMA capabilities, and full aggregation of all assets and accounts. Powering the independent advisors entire ecosystem, Bridge supports and delivers leading edge solutions, integration tools (including CRM integration), along with providing access to compliance and regulatory services, asset consulting, and more.Follow us on Twitter: https://twitter.com/BridgePortfolio
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Headquarters:1 North Lasalle Street Suite 825, Chicago, Illinois, United States
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Phone Number: +1 312-368-3633
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Website: https://www.bridgeportfolio.com
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Employees:2
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Revenue:$1 - 10M
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Legal Name:Bridgeportfolio
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Bridgeportfolio's Social Media
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| NAICS Code: 561320 |
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Frequently Asked Questions regarding Bridgeportfolio
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Where are Bridgeportfolio's Headquarters?
Bridgeportfolio's Headquarters are in 1 North Lasalle Street Suite 825,Chicago,Illinois,United States
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What is Bridgeportfolio's phone number?
Bridgeportfolio's phone number is +1 312-368-3633
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What is Bridgeportfolio's official website?
Bridgeportfolio's official website is https://www.bridgeportfolio.com
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What is Bridgeportfolio's Revenue?
Bridgeportfolio's revenue is $1 - 10M
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What is Bridgeportfolio's NAICS code?
Bridgeportfolio's NAICS code is 561320
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How many employees are working in Bridgeportfolio
Bridgeportfolio has 2 employees
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What is Bridgeportfolio's Industry?
Bridgeportfolio is in the industry of Investment Management
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Who is Bridgeportfolio's Chief Financial Officer?
Bridgeportfolio's Chief Financial Officer is Doug Brosz