#BridgeFT

ShellBlack | Your Trusted Salesforce Partner Since 2010

@shellblack.bsky.social

3 weeks ago

900+ Wealth Data Sources Multi-Custodial Data Aggregator for Salesforce FSC Top Providers Supported: Schwab Advisor Services (Charles Schwab) Fidelity Institutional Pershing Advisor Solutions Pershing LLC National Financial Services LLC (NFS) Apex Clearing Corporation DST Financial Advisor Network Interactive Brokers [Salesforce AppExchange logo] [ShellBlack logo + BridgeFT logo] Wealth Management Accelerator

Integrate data feeds from #CharlesSchwab, #Fidelity, #Pershing, and hundreds more providers – all in one unified platform with our Multi-Custodial Data Aggregator for #Salesforce Financial Services Cloud, powered by #BridgeFT. 

www.shellblack.com/products/#mu...

#ShellBlack #WealthTech #RIAs

Thiard News@F4F

@newsen.bsky.social

5 months ago

Foundation Source Enhances Turnkey DAF Platform for Advisors with Flexibility in Custodial Options Foundation Source has launched an upgraded donor-advised fund platform, offering advisors branded and flexible custodial choices for personalized philanthropy.

Foundation Source Enhances Turnkey DAF Platform for Advisors with Flexibility in Custodial Options #USA #Fairfield #Foundation_Source #BridgeFT #Donor-Advised_Fund

Thiard News@F4F

@newsen.bsky.social

6 months ago

Hadrius and BridgeFT Team Up to Enhance Compliance Infrastructure for Investment Firms Hadrius and BridgeFT have partnered to provide an advanced compliance infrastructure utilizing API-driven data for investment management firms, enhancing efficiency and oversight.

Hadrius and BridgeFT Team Up to Enhance Compliance Infrastructure for Investment Firms #USA #New_York #AI_Compliance #Hadrius #BridgeFT

Thiard News@F4F

@newsen.bsky.social

8 months ago

Pontera and BridgeFT Join Forces to Transform Wealth Management Landscape Pontera and BridgeFT have announced a strategic partnership aimed at enhancing wealth management capabilities, empowering financial advisors with integrated tools.

Pontera and BridgeFT Join Forces to Transform Wealth Management Landscape #USA #New_York #WealthTech #Pontera #BridgeFT