BridgeFT’s Post

Day 1 of #SchwabImpact in the books. Great first day connecting with many of our clients, partners and industry friends. Excited to keep the momentum going into Day 2 sharing our #APIfirst message across the #wealthmanagement and #RIA landscape. #dataaggregation #data #wealthtech #SchwabImpact2024 #Schwab #WealthtechAsAService

Countdown to the Future of Financial Services Summit! We are thrilled to present an incredible lineup of industry leaders, innovators, and thought leaders who will be sharing their insights at the Future of Financial Services Summit 2024. Join us as we dive into transformative discussions on the evolving landscape of financial services, the role of technology, and the future of financial services. This is an exciting opportunity to gain valuable perspectives from experts driving change in the industry. Stay tuned for more updates, and don’t miss out on the chance to be part of these impactful conversations! . . . #FFSSummit2024 #FinancialServices #DigitalTransformation #Innovation #Fintech

🚀 Just launched: Summit Resources & Insights 🚀 Dive into a curated collection of: 📚 eBooks packed with strategic insights 📝 Articles & Blogs exploring trends, tech advancements, and best practices 📰 Videos & Press Releases keeping you updated on our latest innovations and milestones Whether you're looking to understand data unification, stay afloat in your data lake, or optimize your wealthtech stack, our content is built to inform, challenge, and inspire. Check it out and see what’s driving the next generation of wealth management: https://lnkd.in/gcaG55kP #Summit #FinTech #WealthTech #HumanCentered

"Empowering Financial Futures: Exploring the WealthTech Solutions Market! 💼💡 In a rapidly evolving financial landscape, technology is revolutionizing wealth management like never before. Welcome to the WealthTech Solutions Market - where innovation meets financial empowerment, reshaping how individuals and institutions manage their wealth. 💰🌐 Get Info : https://shorturl.at/awQXZ From AI-driven investment algorithms to intuitive wealth tracking platforms, our market offers a diverse array of solutions tailored to meet the unique needs of investors in the digital age. Whether it's optimizing portfolios, automating financial planning, or democratizing access to investment opportunities, we're driving the future of wealth management. 🚀📈 #WealthTech #FinancialInnovation #DigitalWealth #EmpoweringFinance

At the Fund Operator Summit 2024, it was good to hear a lot of similar themes discussed at our X Series event a few weeks back. In the post lunch session on "how technology and data can drive scalable growth in private markets", it was great to hear and engage with Chris Taylor, Sahem Gulati and Claire George.  Technology advances are key to unlocking data challenges for firms investing in private markets. The question is what comes first in enabling structured data becoming the norm? Is it increased deployment of capital and pressure from investors, or is it administrators and co taking the lead to differentiate themselves? Interesting debates on both angles #data #privatemarkets

Yesterday, our team attended the #GlobalWealthtechSummit and was captivated by the panel discussion on “Democratising Wealth Management - Are We There Yet?” It's clear that while significant strides have been made, there’s still much work to be done. Key takeaways from the discussion include: 📖 The Critical Role of Financial Literacy: Educating individuals, especially younger generations, is paramount to fostering informed financial decisions. 📉 Overcoming Investment Fear: Simplifying the investment process and providing educational resources can help alleviate investor anxiety. 🔗 The Power of Technology: Leveraging technology to break down barriers and provide accessible solutions is key. In line with this, our demo showcased how Velexa’s platform empowers financial institutions to offer innovative investment solutions to their clients. By providing features like fractional shares, personalised education, and global market access, we're helping institutions democratise investing and drive client engagement. Let's work together to create a future where everyone has the opportunity to build wealth. #wealthtech #fintech #investing #financialinclusion #wealthmanagement #globalfinance

In recent weeks, we’ve seen two industry giants, J.P. Morgan and BlackRock, unveil new data management solutions tailored for their private markets clients. As competition intensifies, major asset managers are seeking innovative ways to stay ahead, attract new clients, and secure investor confidence.  With the increasing focus on data-driven decision-making, private markets data has become the key differentiator. That said, the real question is whether they'll bring something genuinely innovative and disruptive, or replicate what existing players are already offering. Get in touch to find out how Accelex can help you stay ahead: https://lnkd.in/d__NSP4E #PrivateMarkets #Data #InvestmentManagement

Stay ahead of the curve with PivoxFinance, your ultimate destination for cutting-edge financial analysis and data. From live market streams to in-depth insights into stocks, bonds, cryptocurrencies, and more, we equip you with tools to make informed decisions. Our affordable pricing ensures that top-tier financial resources are within everyone’s reach, fostering inclusivity in investment. Whether you're tracking historical performance or analyzing market trends, PivoxFinance offers a seamless experience backed by a powerful command-based terminal. Start your journey with PivoxFinance today. Sign up now and take control of your financial future! #PivoxFinance #InvestSmart #FinancialData #MarketInsights #InvestmentTools

Streamline your investment and financial workflows with our cutting-edge API signals and data! Our innovative technology automates tedious tasks and filters out irrelevant information, delivering valuable insights and context. Stay up-to-date on recent developments and major events for multinational corporations. Effortlessly pinpoint targets of activism campaigns, follow-on issuers, credit rating shifts, and much more. #InvestmentTech #FinancialTechnology #APIsignals Experience streamlined efficiency today: https://bit.ly/3VTDvwX

I am looking forward to seeing many of our clients, partners and industry friends at #SchwabImpact2024. Let me know if you'll be in San Francisco. #data #dataaggregation #wealthtech #advisortech #SchwabConference #APIFirst #wealthmanagement