Bridge Financial Technology is an automation-focused software designed to help advisors save time by streamlining back office functions and effectively scale their business with confidence. Bridge is focused on improving and expanding our technology in order to give advisors the tools they need to improve efficiency in the back office, enhance client interactions, and spend more time with existing clients or continuing to grow their business. Bridge’s trading partnership enables advisors to efficiently manage portfolio construction and execution in-house, in addition to accessing the full suite of BridgeFT for consistent, clean back-end reporting, automated billing, and support from BridgeFT.
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Click here to learn more about Lockton Affinity, LLC.
Unitifi’s tools provide a modern solution for financial professionals to fulfill their fiduciary responsibility to know and understand their client. These same tools benefit firms to help them grow and retain AUM based on client personality and financial behavior.
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WiserAdvisor has over 20 years’ experience in connecting motivated investors to financial advisors nationwide. The company has successfully generated qualified investor referrals worth billions of dollars in AUM for its advisor members. WiserAdvisor’s qualified leads enable advisors to spend their valuable time focusing on serving the investors rather than spending their time identifying qualified prospects. Additionally, their SEO enhanced advisor profiles and listings on 6 premium directories increase exposure and credibility. Their combined services enable advisors to reach beyond their current circle of influence and grow their AUM. WiserAdvisor believes in empowering the investor, as well as the advisor, reach their financial goals. The advisor member program is therefore, easy, convenient and completely customizable.
*Advisors must qualify to participate in WiserAdvisor/PaladinRegistry.com
** If you are a client of RIA Compliance Consultants and work with WiserAdvisor you should talk to your consultant about appropriate disclosure language.
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Work with your RCC consultant directly through SmartRIA to manage compliance oversight and obligations for your entire team. SmartRIA is designed to make the complex and often frustrating world of regulatory compliance easier to manage and understand. SmartRIA strives to solve more compliance problems for RIAs than any other software platform, and focus everything we do on ease of use. Their unique workflows and roles for CCOs, IARs, access and admin support persons create compliance solutions for any sized company.
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