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BridgePortfolio

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November 27, 2010 Hits: 624

Company Info
Overview
Features
Pricing and Support
Integrations
Security

Company Info

Company Name:	BridgePortfolio
Data Last Updated:	November 27, 2010
Data Verified by Company:	No
Website:	www.bridgeportfolio.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(800) 610-8882
Year Founded	2000
Number of Employees:	30

WEB Overview

Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Financial Planner Wealth Manager
Number of Firms Using:	35

PORTAL Features

Advisor Branded Portal:	Yes
Content Held:	Articles Documents News PDFs Reports
Dynamic Content:	Articles Client Financial Data News Reports
Alerts:	None
Communication Management:	None
Reporting Functionality:	Automatic Upload Batch File Upload

Other Pricing and Support

Pricing:	License Fee
Trial:	No
Support:	Email Online Resources Phone

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	BridgePortfolio
CRM:	None
Account Aggregation:	None
Financial Planning:	None
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	None
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security

Security Functionality:	Unique Username/Password Encrypted Connection (web)
Other Security Enhancements:	None

BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations.

BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations. With BridgePortfolio doing the work, we give advisors the freedom from dealing with the intricacies of running their own back-office. We handle the most important and time consuming tasks such as account opening, reporting, trading & rebalancing and fee billing. Plus we offer convenient, web-based reporting tools that are accessible 24 hours a day. All designed to help “cure your back-office blues”.

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