Connected Portfolio Data for a Smarter Advisor Experience
BridgeFT helps power a more connected wealth management experience by securely integrating portfolio data across the Fispoke platform. Together, we help advisors streamline workflows, improve visibility, and deliver more informed client conversations.
About
Overview
BridgeFT is a leading provider of wealth management data infrastructure, helping advisors securely connect portfolio information across multiple custodians and technology platforms. Through its integration with Fispoke, BridgeFT supports a more unified advisor experience by making portfolio data more accessible, accurate, and actionable.
Rather than managing disconnected systems and manual processes, advisors benefit from a connected ecosystem where portfolio insights can naturally complement banking and lending conversations. The result is a more efficient workflow and a better experience for both advisors and clients.
The Integration
Key Features
Secure portfolio data integration that helps advisors deliver a more connected financial experience.
Multi-Custodian Connectivity
Advisor Workflows
Data Synchronization
Wealth Technology
Secure Infrastructure
"Better decisions begin with better data. BridgeFT helps connect the information advisors rely on every day."
Fispoke Product Team
Platform Integrations
Why We Partner
Connected Data. Better Conversations.
BridgeFT securely connects portfolio data across custodians, giving advisors a unified view of client assets and cutting manual data work by linking that view directly into Fispoke's banking and lending ecosystem.
Connected Data
BridgeFT securely connects portfolio data across custodians and technology platforms, giving advisors greater visibility into their clients' financial picture.
Advisor Efficiency
Reduce manual data management and create more efficient workflows by connecting portfolio information with Fispoke's banking and lending ecosystem.
Better Client Experience
When advisors have a connected view of client assets, they can identify opportunities for banking and lending conversations that support broader financial goals.
FAQ
Frequently Asked [[Questions]]
Can't find what you're looking for? Our team is here to walk you through the platform end to end.
BridgeFT is a wealth management technology company that provides secure portfolio data infrastructure for advisors, custodians, and financial technology platforms.
BridgeFT securely connects portfolio data into the Fispoke platform, helping advisors access more complete financial information and streamline their workflows.
No. BridgeFT operates behind the scenes as part of the Fispoke platform. Advisors continue working within their existing technology while benefiting from more connected portfolio data.
Connected portfolio data helps reduce manual processes, improves data accuracy, and gives advisors greater visibility into client assets, making it easier to identify opportunities for banking, lending, and financial planning conversations.
Yes. BridgeFT is built specifically for the wealth management industry and follows enterprise-grade security practices designed to protect sensitive financial information.
The BridgeFT integration strengthens Fispoke's ability to deliver a connected advisor experience. By bringing portfolio data together with banking and lending capabilities, advisors can provide more personalized recommendations while spending less time managing disconnected systems.
Get Started
Simplify wealth management [[and banking today.]]
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