“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

 

To learn more about BridgePortfolio’s back-office outsourcing services, please visit our web site www.bridgeportfolio.com

For a demonstration of our research and analytics contact a BridgePortfolio sales representative at 800-610-8882 or marketing@bridgeportfolio.com