Bridge Financial Technology

<a href="https://www.loom.com/share/483fe433801443f38dd803eac3203df8?sharedAppSource=personal_library" target="_blank" rel="nofollow noopener noreferrer">Firm Settings</a>

- How to update your logo and firm colors 
- Adding firm users

<a href="https://www.loom.com/share/e2f9653fb98c452d9848cbcb444816b0?sharedAppSource=personal_library" target="_blank" rel="nofollow noopener noreferrer">Client Settings</a>

- Client portal settings
- Sending client portal invites

<a href="https://www.loom.com/share/9de8d5c78f10481f84a18649b50193c6?sharedAppSource=personal_library" target="_blank" rel="nofollow noopener noreferrer">Billing Settings</a>

- Adding fee structures
- Creating billing groups

<a href="https://www.loom.com/share/a83d4ade79a542f29250695e45e77a20?sharedAppSource=personal_library" target="_blank" rel="nofollow noopener noreferrer">Reporting Settings</a>

Creating benchmarks, custom asset classifications, and target allocations

- Default report settings
- Creating benchmarks, custom asset classifications, and target allocations

For additional help: reach out to <a href="mailto:support@bridgeft.com" target="_blank" rel="nofollow noopener noreferrer">support@bridgeft.com</a> with any questions.

Videos showing how to update your settings in Atlas

Atlas Settings - Videos

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