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About
This financial wellness platform offers tailored solutions to meet the unique needs of businesses. Through its APIs, it allows users to build tools with detailed financial projections. The white-label planner provides comprehensive DIY financial planning, while interactive calculators can be integrated directly into websites to engage users. The platform also emphasizes classes and education, boosting financial confidence and literacy. With advisor tools, financial professionals can collaborate closely with clients on their plans. The platform’s holistic approach includes the Financial Projection Engine (FPE) for thorough financial computations, making it easy for individuals to make informed decisions about their money and time. Implementation is simple whether using customizable planners or APIs, ensuring seamless integration with a business's goals.
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About
Build unique digital experiences powered by real-time financial data and insights. Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more. Create new distribution channels and unlock your firm’s true growth potential. Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing. As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial held away assets and 3rd party application data aggregation.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses in need of a tool to improve financial wellness offerings for clients, employees, and customers
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Audience
Financial institutions and investment advisors requiring a solution to deliver better, data-driven outcomes for their clients
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$120 per year
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBoldin
Founded: 2015
United States
www.boldin.com/retirement/enterprise/home/
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Company InformationBridgeFT
United States
www.bridgeft.com
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Categories |
Categories |
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Integrations
Plaid
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