Bridge Financial Technology

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Holdings Report

Understanding the numbers in the Household/Account Summary report, why the calculations were chosen, and how to use the report with clients

Household / Account Summary

Understanding the numbers in the Consolidated Summary report, why the calculations were chosen, and how to use the report with clients

Consolidated Summary (Account vs Benchmark Performance Summary)

How to generate a security performance report

Security Performance Report

Understanding the numbers in the Performance Chart report, why the calculations were chosen, and how to use the report with clients

Performance Chart

Understanding the numbers in the Performance Summary report, why the calculations were chosen, and how to use the report with clients

Performance Summary

Understanding the numbers in the Cumulative Net Investment report, why the calculations were chosen, and how to use the report with clients.

Cumulative Net Investment

Understanding the numbers in the Benchmark Performance report, why the calculations were chosen, and how to use the report with clients

Benchmark Performance

Understanding the numbers in the Asset Allocation report, why the calculations were chosen, and how to use the report with clients.

Asset Allocations and Top Holdings

Understanding the numbers in the Buys and Sells report, why the calculations were chosen, and how to use the report with clients.

Buys and Sells

Understanding the numbers in the Deposits and Withdrawals report, why the numbers were chosen, and how to use the report with clients.

Deposits and Withdrawals

Understanding the numbers in the Realized Gains and Losses report, why the they were included, and how to use the report with clients.

Realized Gains and Losses

Understanding the numbers in the Appraisals report, why the calculations were chosen, and how to use the report with clients.

Appraisals Report

Understanding the numbers in the Management Fees report, why the they were included, and how to use the report with clients.

Management Fees

For both Account Reports and Household Reports

Risk Return Report

Joseph Barth

Chelsea Flood

Gunner Kropholler

Sub-reports: What, Why, How?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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