Bridge Financial Technology

Bridge provides software to change the way financial advisors run their businesses and interact with clients. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Accounting, Banking and FinTech. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Bridge Financial Technology is based in Chicago, Illinois. You can read more at bridgeft.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with Bridge Financial Technology, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.