We hope you had a great Thanksgiving! Bridge continues to expand our offering. Below is your November update!

Roadmap - Check out our Atlas Roadmap to see what we're working on! Review submitted ideas, updates that are in progress and updates that have been released. This will also give you the opportunity to vote for ideas submitted by other advisors on our platform and provide feedback on features that would be impactful for your firm.

Client Portal - when your clients log into their client portal, the default view will now be the most recent web report. This allows your clients to easily access their reports as soon as they login. 

Cash Monitoring - easily monitor cash flows in client accounts over a 7 day period. Is your client expecting a rollover check from their old 401k? The percentage change will alert you to the increased cash balance and ensure you get your client invested as quickly as possible. 

There is no greater compliment than a referral. If you know an advisor that would benefit from working with Bridge, we would love to speak with them. If your referral becomes a client, we'll give you AND your referral a free month! Please send any referrals to Margaret Myers at margaret@bridgeft.com and we will handle the rest!