Corporate Partners

Bridge Portfolio

Your Outsourcing & Virtual Office Solution
… provides an end-to-end enterprise solution, including risk & asset allocation profiling, account administration, reconciliation & billing, performance reporting, portfolio trading & access to top-tier money managers, allowing financial advisors to focus on servicing clients and gathering assets…

Our services…

• Web-Based Technology:

Private Label Web-site Development & Hosting
Client, Advisor, Portfolio Manager & Compliance Level Access
On-Line Client Data Capture & Account Opening Process
On-line Suitability Analysis & Investment Proposal
Portfolio Report Viewing

• Administrative & Marketing Support:

Account Opening Paperwork & Transfer Processing
On-going Liaison between Advisor and Custodian(s)

• Portfolio Accounting & Reporting:

Web Delivered Performance reporting
Daily Reconciliation
Cost Basis& Tax Reporting
Automated Account Billing & Fee Deduction
Custom Reporting Options - Uploaded To Web-Site
Historical Data Entry

• Dynamic Portfolio Modeling & Trading:

Web-based Interface For Manager &/or Advisor
Block Trading & Allocation
Dynamic, Not Static, Models
Manager/Advisor Can Manage Multiple Portfolio Models
Manager/Advisor Can Manage Thousands Of Accounts As One

• Manager Due-Diligence & Selection:

Access To Unique Top-Tier Managers
Manager Research, Analytics & Selection
Negotiation Of Management Fee
Delivered Via Advisors Private Label Web Site