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Partner | BridgeFT

StratiFi + BridgeFT

Atlas by BridgeFT syncs data, including account names and holdings, into StratiFi’s intuitive risk platform.

 

Get a 30% Discount!
Save on StratiFi plans as a BridgeFT customer! Reach out to learn more.

Turn Bad Data into Faster Seamless Compliant Impactful Data

Bridge transforms how advisors and service providers access, use, and report on financial data. They power wealth management infrastructure to create thriving advisor practices.

Join Our Webinar

See how BridgeFT and StratiFi integrate together to help advisors save time and grow their practice.

Watch a pre-recorded webinar.

The Secret to Building Your Book in a Downturn

Watch a live discussion between BridgeFT and StratiFi to learn the secrets to exceeding client expectations and attracting new business during times of market volatility.
Dave Hagen

Chief Commercial Officer
BridgeFT

Karan Motreja

Account Executive
StratiFi

Watch a pre-recorded webinar.

Build Better Portfolios and Cultivate Stronger Client Relationships

Learn how the integration between CircleBlack’s wealth management platform and StratiFI’s risk analytics can help advisors build better portfolios and cultivate stronger client relationships!
Sarah Rasmuss

Chief Product Officer
CircleBlack

Akhil Lohda

Co-Founder, CEO
StratiFi

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