BridgePortfolio

BridgePortfolio offers an outsourcing solution to advisors’ back-office needs. There is no need to own portfolio management and trading software, or maintain a large staff. We simplify operations so advisors can redeploy resources (cash, time, management energy) away from cost-center operational tasks towards profit-center, growth tasks like marketing, client servicing, and security selection. Services include: Accounting Opening & Proposal Tools, Portfolio Accounting & Reporting; Fee Billing; Model Portfolio Trading; Administrative Support.