Lots of exciting things have been going on at Bridge and we have made a number of enhancements these past few weeks. We want to share what’s been released and what’s to come!

Wealthbox integration is live! This integration allows you to review client activity such as tasks and upcoming meetings and create and tag notes to client records all from one consolidated view. See here for details on how to configure the integration. 

AdvisorPeak Partnership - Our latest data integration allows you to access your reconciled custodial data in AdvisorPeak for a seamless trading and rebalancing experience. Check out our press release! If you would like more information, please reach out to margaret@bridgeft.com. 

Dashboard Insights

Billable Asset Tracking - easily monitor what percentage of your assets are being billed. See below for more info about upcoming Insights.

Security Cross Reference Ownership - With this feature you can search by CUSIP or Symbol, and it will return a list of clients that own the security (aggregated to total holding).
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Billing Updates
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Billing Partitions - Choose to bill on actual days in period (daily) vs. set period rates (monthly, quarterly). This can be updated in the Firm Settings section of Atlas. 

Billing on Accrued Income - Choose if you would like to include accrued income in the billable balance. This can be updated in the Firm Settings section of Atlas. 

Billing Splits - Our billing details report now includes splitter name(s) by account.
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Integrations - We are actively working with RightCapital and SmartRIA and hope to announce the completion of these integrations this quarter. 

Insight Engine - An exciting new benefit of Atlas, our Insight Engine is built based off our experience working with 100's of advisors and careful analysis of the trends in best practices. These dashboard insights will focus on two areas: helping existing operations to run more efficiently and enhancing your ability to serve clients. Stay tuned for more!

Reporting Updates - You will notice improvements to overall speed and responsiveness for web and PDF reports. These updates are expected to be released in the coming weeks, after which we will be focusing on additional feature development based on your feedback.

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