Bridge Financial Technology

We've released the Allocation &amp; Performance Summary sub-report! <br><br>This report consolidates the allocation summary, portfolio change and performance summary to a single report. This allows our advisors to provide concise overview of client accounts and households in reporting.

If you have any questions, reach out to us via Intercom or email us at <a href="mailto:support@bridgeft.com" rel="nofollow noopener noreferrer" target="_blank">support@bridgeft.com</a>.

Allocation and Performance Summary Sub Report

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