Wealth control device and infrastructure chief expands shopper reporting and information aggregation to incorporate virtual belongings from Eaglebrook’s crypto SMA platform
CHICAGO, June 1, 2022 /PRNewswire/ — Bridge Monetary Generation (“BridgeFT”), a data-centric wealth control era platform for registered funding advisors (RIAs), economic establishments, and FinTech innovators, introduced these days that it has partnered with Eaglebrook Advisors, Inc. (“Eaglebrook”), the biggest SEC registered virtual asset one after the other controlled account (“SMA”) platform, to make bigger its information aggregation, insights, and shopper reporting approach to come with bitcoin and crypto SMAs from Eaglebrook.
This partnership supplies joint purchasers of BridgeFT and Eaglebrook with an included resolution that makes it more uncomplicated to speculate, arrange, file, and invoice on their purchasers’ bitcoin and virtual asset holdings inside a safe, unified era ecosystem. Thru an instantaneous integration this is are living and entirely operational, Eaglebrook’s shopper and crypto SMA account information is seamlessly attached with BridgeFT’s information aggregation platform and advisor-facing portal, AtlasTM. This integration permits economic advisors, TAMPs, and wealthtech companions to achieve a greater figuring out in their purchasers’ entire economic image which now contains virtual belongings, paving the way in which for higher funding recommendation and extra correct control, reporting, and billing on crypto positions.
As a part of the combination, ancient and ongoing virtual asset funding information from Eaglebrook is routinely normalized, reconciled, and enriched via BridgeFT to calculate day by day efficiency historical past and gear complex analytics, together with conventional custodian and held-away belongings. The addition of Eaglebrook’s crypto SMA information additional extends the wealthy, consolidated, trade-ready information assets already to be had to BridgeFT purchasers by the use of our open Developer API and/or at once thru Atlas, our included marketing consultant platform.
“We’re excited to welcome Eaglebrook to our spouse ecosystem and our rising roster of information sources to be had to our RIA and wealthtech purchasers. As retail buyers proceed to call for higher publicity to cryptocurrencies, Eaglebrook has led the way in which for wealth control execs via making it more uncomplicated for them to get admission to virtual belongings at once the usage of groundbreaking era and the time-tested SMA platform advisors are used to,” mentioned Joe Stensland, CEO of BridgeFT. “At BridgeFT, we’re incessantly in search of companions, like Eaglebrook, who’ve a shared imaginative and prescient for the usage of era to assist our purchasers ship higher, data-driven results and extra customized reviews.”
“We’re extremely joyful to spouse with Bridge to supply a continuing and safe virtual asset resolution for his or her RIAs and monetary advisors,” mentioned Christopher King, CEO of Eaglebrook Advisors. “The partnership will proceed to make stronger the adoption and acceleration of virtual asset SMAs in addition to Eaglebrook’s platform, positioning it because the premier resolution for economic advisors making an investment within the virtual asset marketplace.”
Virtual belongings held in Eaglebrook’s SMAs are secured in an offline, institutional-grade custody account at Gemini Believe Corporate, a New York state accept as true with corporate and virtual asset custodian. Eaglebrook additionally supplies instructional sources thru Eaglebrook IQ which delivers virtual asset training and coaching for economic advisors to assist them higher perceive the deserves and dangers of the rising asset elegance, in addition to resolution shopper questions optimistically.
Advisors excited about studying extra in regards to the integration between BridgeFT and Eaglebrook are invited to movement an informational webinar scheduled for June second at 1:00PM EST.
BridgeFT is a cloud-native, API-first device and information platform that allows registered funding advisors (RIAs), economic establishments, and FinTech innovators to ship higher, data-driven results for his or her purchasers. Greater than 300 main companies accept as true with BridgeFT to automate vital again workplace operations and gear their virtual wealth control ecosystems—seamlessly aligning crucial wealth information, proactive shopper insights and reporting, and portfolio control automation to ship a actually customized shopper revel in. From an included marketing consultant platform to versatile, open APIs, BridgeFT delivers the infrastructure wanted for good fortune. Reimagine your strategy to wealth infrastructure at bridgeft.com.
Eaglebrook Advisors, Inc. is a SEC-registered funding adviser that operates the biggest SEC registered SMA Platform within the crypto marketplace. The company has created the primary bitcoin and crypto one after the other controlled accounts (SMAs), that are designed to seamlessly combine with an marketing consultant’s present portfolio control methods and workflows. The corporate is subsidized via main wealth control executives and monetary establishments.
For more info about Eaglebrook, its merchandise, products and services and for necessary disclosures, please seek advice from www.eaglebrookadvisors.com and apply us on LinkedIn.
SOURCE Bridge Monetary Generation
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