Focus on what you do best and outsource the rest
 BridgePortfolio's Total Account solution gives you the range of services you need for your ideal business. From the basics like account maintenance, reporting and fee billing, to the more intricate tasks like portfolio development and model trading, the Total Account solution has it all.
 Account Opening
Reporting
Trading & Rebalancing
Manager Research & Selection
Fee Billing
 BridgePortfolio's Small Account solution removes the barriers to small accounts by helping you make them scalable, profitable and a source of recurring revenue. Plus, with BridgePortfolio, you get access to the tools to help manage your small accounts that are often reserved for larger accounts.
Account Opening
Reporting
Trading & Rebalancing
Fee Billing
 BridgePortfolio gives you the ideal Reporting solution. It's web-based and gives you daily and monthly reports so you always know what's going on in your business. Client reports are private-labeled and presented through your customized website.
Daily appraisal reports
Performance reports
Custom and ad-hoc reports
Fee Billing
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