Bridge believes that everyone should have access to a fiduciary financial advisor. However, as a result of inefficiency and low tech adoption, many fiduciaries struggle to stay competitive and scale economically. SaaS is exclusively for fiduciary advisors known as Registered Investment Advisors (RIAs). The software enables RIAs to automate their office work and investment management, allowing them to serve more clients, scale their business, and keep costs low.
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Bridge believes that everyone should have access to a fiduciary financial advisor. However, as a result of inefficiency and low tech adoption, many fiduciaries struggle to stay competitive and scale economically. SaaS is exclusively for fiduciary advisors known as Registered Investment Advisors (RIAs). The software enables RIAs to automate their office work and investment management, allowing them to serve more clients, scale their business, and keep costs low.
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