Data today is the secret sauce helping advisors bring financial planning to the next level,” said Tony Leal, President of Envestnet | MoneyGuide. “It is enabling advisors to get to know clients on an intimate level more quickly and efficiently than ever before.
CHICAGO (PRWEB) May 01, 2020
Bridge Financial Technology and Envestnet | MoneyGuide are pleased to announce their new data integration and partnership. The robust integration between the leading financial planning software and Atlas, Bridge’s flagship portfolio management software, simplifies the advisor experience by optimizing the flow of data from the advisor’s custodian(s) into two specialized platforms, making it easier and more efficient for advisors to deliver a comprehensive financial experience for clients.
“Data today is the secret sauce helping advisors bring financial planning to the next level,” said Tony Leal, President of Envestnet | MoneyGuide. “It is enabling advisors to get to know clients on an intimate level more quickly and efficiently than ever before. We see our partnership with Bridge Financial Technology as a win-win for advisors and their clients. It will further empower advisors using MoneyGuide to see a client’s overall financial picture and offer data-driven insights to spark deeper and more meaningful conversations on how to achieve financial wellness.”
Envestnet | MoneyGuide’s powerful planning software combined with Atlas’s robust data capabilities help advisors intuitively create, implement, and maintain investment strategies as they work toward their financial goals. Advisors using Atlas and MoneyGuide will now be able to view updated custodial account information—down to the position level—in MoneyGuide. In addition to data management, advisors using Atlas gain visibility and proactive insights into client account activities while also streamlining their client billing, invoicing, and reporting processes.
“We constantly strive to provide our advisors and their clients with a seamless experience driven by consistent, robust data continuity,” said Rasheed Hammouda, CEO of Bridge Financial Technology. “Our partnership with Envestnet | MoneyGuide allows us to continue expanding the options our clients have to build technology stacks with the specialized platforms that fit the unique needs of their firms. MoneyGuide is a best-in-class tool that we are confident in recommending to our clients and thrilled to be partnering with to deliver a high-impact experience for advisors.”
Bridge is a financial technology company with an operating history of over 15 years. We believe everyone should have access to a fiduciary advisor, and fiduciary advisors should have access to technology that is efficient and effective.
Our portfolio management software, Atlas, specializes in aggregating and reconciling custodial data to be used for performance tracking and client reporting, billing and invoicing, and providing proactive client insights for advisors. Our public API enables data continuity across an advisor's specialized technology stack to create a seamless and efficient advisor experience. The result: we allow advisors to scale faster, serve more clients, and be more productive.
Visit http://www.bridgeft.com to learn more, or send an email to firstname.lastname@example.org to request a demo.
About Envestnet MoneyGuide
Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives.
Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered independent advisers ("RIAs"). Envestnet | MoneyGuide provides goals-based financial planning applications. Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.
More than 100,000 advisors and more than 4,700 companies including: 16 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client onboarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.
For more information on Envestnet | MoneyGuide, visit http://www.moneyguidepro.com and follow @ENVMoneyGuide.