Cure your back-office blues”- BridgePortfolio offers an outsourcing solution to advisors’ back-office needs.  There is no need to own portfolio management and trading software or maintain a large staff. 

We simplify operations so advisors can redeploy resources (cash, time, management, energy) away from cost-center operational tasks towards profit-center, growth tasks like marketing, client servicing, and security selection.  Services include: Accounting Opening & Proposal Tools, Portfolio Accounting & Reporting; Fee Billing; Model Portfolio Trading; & Administrative Support.