Below is your January update!

Premium Client Portal - We are now offering a Premium Client Portal, developed with a large RIA in Chicago. This portal combines performance reporting and financial planning elements to present a more holistic view to your clients. Clients can easily add outside accounts, including self-directed investment accounts, bank accounts, life insurance, and physical assets. The interactive portfolio projection tool simulates how additional savings or a later retirement age will grow a client's net worth. Also, clients can send messages, share files, and schedule appointments directly from the portal. For more information on set-up and pricing, please contact chelsea@bridgeft.com.
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New User Interface & User Experience - We are excited to announce that we have kicked off our new Atlas design. Our goal is to provide an increasingly intuitive and user friendly interface with more functionality. Some of the highlights include the ability to create personalized dashboards, simplified navigation, and additional firm-wide client insights. Rest assured we will be here to support you with webinars and training sessions as we transition to the new interface. Keep an eye out for additional updates as our work progresses!
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Client Portal Invites - Clients are now alphabetized and searchable within the Invite Clients tab, enabling you to find a specific client quickly to review verification, last login, and resend client portal invitations.
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