2020 Cramer FinTech RFP Guide

Bridge Financial Technology

333 South Wabash Avenue, Unit 2700 Chicago, IL 60604

xtiva-logo.jpg

What We Do: Advisory — Billing, Advisory — Platform, Back Office Processing, Books & Records / Onboarding, Client File Sharing, Client Portal, Commissions, Compliance Oversight, Data — Aggregation, Digital — Advisory Solutions, New Account Opening / Onboarding Portfolio — Management, Portfolio — Rebalancing, Technology Consultants, Workflow

Our Company in 30 seconds!

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