AI TECH

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

ForwardLane | October 28, 2020

ForwardLane, the honor winning wealthtech supplier of customized customer bits of knowledge for abundance and resource directors, has gone into a key association with Bridge Financial Technology to give admittance to man-made consciousness to RIAs and facilitate sellers. ForwardLane's protected experiences stage utilizes AI to mechanize customer information examination, distinguishes natural development open doors for counselors and empowers them to offer better customized assistance than their customers.

ForwardLane's amazing AI-based cloud innovation for monetary counsels encourages them organize customer commitment, get ready all the more effectively for customer collaborations and convey high-contact, hyper-customized guidance and bits of knowledge for customers on a more proactive and successive premise. Thus, clients of ForwardLane's innovation can lead information investigation 6.5 occasions quicker than previously, surrendering them to half more opportunity for business improvement action and driving up their AUM development by a great many dollars.

"Thanks to our partnership with Bridge, RIAs and broker-dealers that custody with top financial institutions and existing Bridge customers can utilize ForwardLane to personalize at scale, organically grow their business and provide a vastly superior client experience," said Nathan Stevenson, CEO and founder of ForwardLane.

Scaffold's current clients are welcome to appreciate a free preliminary of ForwardLane, empowering them to initiate both their client relationship the board (CRM) programming information and their guardianship information. RIAs and specialist sellers that are not existing Bridge clients can likewise get the advantage of the information conglomeration, reconciliation and AI bits of knowledge abilities through the association.

"Bridge is constantly looking for ways to enhance our portfolio and practice management platform, increase efficiency of back-office functions for advisors and wealth managers and support WealthTech market innovation," said Rasheed Hammouda, CoFounder and CEO of Bridge. "Teaming up with ForwardLane expands the way we can serve advisors and increases the value of our data and accounting engine. Advisors on our platform now have access to a powerful new technology that automatically supports them in driving greater personalized client engagement, enriching the advisor-client relationship. Even advisors who don't work directly with Bridge have the ability to benefit from the same value by our data working behind the scenes for them."

Interested advisors can learn more and test drive ForwardLane's platform by visiting https://p3.forwardlane.com or by contacting Director of RIA Sales and Engagement Lauren Feldman at lauren.feldman@forwardlane.com or 646-552-0419.

The association was made conceivable by fintech-centered funding firm Six Thirty, which makes a weal thtech biological system that encourages development and coordinated effort by bringing new businesses and money related administrations enterprises together. Six Thirty is a financial specialist in ForwardLane and Bridge and supported the organization through its curated organization of corporate accomplices.

About ForwardLane:

ForwardLane's mission is to be the essential platform used by financial professionals for personalized client conversations. Used by leading RIAs, Broker dealers and large wealth and asset management firms, the patent-pending AI insights platform processes vast quantities of enterprise data, distilling personalized insights 6.5X faster to drive growth, deepen and retain client relationships and save time. Do more business, more frequently.

About Bridge Financial Technology:

Bridge builds technology that helps advisors be better and works with over 200 financial services and FinTech firms, including national RIAs, wealth managers, public banking entities, leading servicing platforms and dozens of technology and service providers to the wealth and asset management industry. From data infrastructure to client reporting, Bridge's software delivers confidence, transparency, and accountability to advising with unparalleled efficiency.

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