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The BridgeFT Integration

Michelle Lauffer
Michelle Lauffer
  • Updated

Overview

Advisors using Wealthbox and Bridge’s Atlas software can now sync data between platforms with a new two-way integration. The integration eliminates duplicate data entry and manual data management, so advisors can spend more time on the strategic aspects of running their business.

Key features of the integration

  • Link Wealthbox clients to Atlas households when new clients join––no more data duplication.
  • View a live WealthBox feed in Atlas to plan for future reporting needs.
  • Create and view notes in real-time in either system, including smart tagging other users or clients.
  • Send an email directly from Atlas using the client’s Wealthbox contact demographics.
  • Webinar:  How Advisors Use BridgeFT + Wealthbox to Deliver Better Advisor-Client Experiences Watch Now

How to enable the BridgeFT integration

  • The Wealthbox integration with BridgeFT is managed and activated entirely on their end.
  • Click here for more information on enabling and setting up the integration.

How does the integration work?

This video covers the integration.