About

BridgePortfolio delivers best in class technology to financial advisors by providing a full suite of services, including: trading, rebalancing, trade workflow, automated account opening/onboarding, portfolio accounting, reporting, billing, reconciliation, account maintenance, and more. Powering the independent advisors’ whole ecosystem, BridgePortfolio supports and delivers leading edge solutions, integration tools (including CRM integration), along with providing access to compliance and regulatory services, asset consulting, and more.