BridgePortfolio
BridgePortfolio is the leader in providing a platform to investment advisory firms seeking a method to profitably deliver portfolio management to their clients in a customized, private-label platform.
BridgePortfolio offers a comprehensive suite of portfolio management services offering the investment advisor a fully customized, branded product in which the advisor can…
- Preserve and extend their brand name
- Grow assets under management
- Outsource costly operational issues
- Efficiently manage client portfolios
- Gain dedicated marketing support from a motivated partner
- Utilize a private label web-site and marketing material
- Gain On-line access & reporting
- BridgePortfolio’s services can be a financial advisor’s complete investment management, customer service and back-office solution.
