Bridge Financial Technology, a data-centric wealth platform for registered investment advisers (RIAs), financial institution and FinTech innovators announced today that it has partnered to Eaglebrook Advisors, the largest SEC-registered digital investment separately managed account platform, will expand its data analysis, insights and client reporting solution to add bitcoin and crypto SMAs by Eaglebrook.
This partnership provides joint clients of BridgeFT and Eaglebrook with an integrated solution that makes it easier to invest, manage, report, and bill on their clients’ bitcoin and digital asset holdings within a secure, unified technology ecosystem. Through a direct integration that is live and fully operational, Eaglebrook’s client and crypto SMA account data is seamlessly connected with BridgeFT’s data aggregation platform and advisor-facing portal, AtlasTM. This integration enables financial advisors, TAMPs, and wealthtech partners to gain a better understanding of their clients’ complete financial picture which now includes digital assets, paving the way for better investment advice and more accurate management, reporting, and billing on crypto positions.
BridgeFT will automatically integrate historical and ongoing digital asset investments data from Eaglebrook. The data will be normalized, reconciled and enriched by BridgeFT in order to calculate daily performance histories and power advanced analytics. It will also include traditional custodian assets and held-away properties. The addition of Eaglebrook’s crypto SMA data further extends the rich, consolidated, trade-ready data sources already available to BridgeFT clients via our open Developer API and/or directly through Atlas, our integrated advisor platform.
“We are excited to welcome Eaglebrook to our partner ecosystem and our growing roster of data resources available to our RIA and wealthtech clients. As retail investors continue to demand increased exposure to cryptocurrencies, Eaglebrook has led the way for wealth management professionals by making it easier for them to access digital assets directly using groundbreaking technology and the time-tested SMA platform advisors are used to,” Joe StenslandBridgeFT’s CEO. “At BridgeFT, we are continuously looking for partners, like Eaglebrook, who have a shared vision for using technology to help our clients deliver better, data-driven outcomes and more personalized experiences.”
“We are thrilled to partner with Bridge to provide a seamless and secure digital asset solution for their RIAs and financial advisors,” Christopher KingEaglebrook Advisors CEO,. “The partnership will continue to support the adoption and acceleration of digital asset SMAs as well as Eaglebrook’s platform, positioning it as the premier solution for financial advisors investing in the digital asset market.”