BridgePortfolio

Company Info

Company Name:
Data Last Updated:
  • November 19, 2010
Data Verified by Company:
Website:
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

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 35

PMS Features

Types of Reports
Number of Built-In Reports:
  • 40
Advisors Access to Data:
Billing Functionality:
User Interface:
Other Major Functionality:
Client Portal:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
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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