BridgePortfolio has selected a new investment tool offered by The Elements Financial Group and their subsidiary ProTools to enhance its complete back office solution.
Known as RiskPro, the new tool will enable BridgePortfolio clients including investment advisors and RIAs to streamline their portfolio management tasks.
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In addition, RiskPro will enable advisors to open accounts, develop strategies and models, and trade with speed and convenience without switching between screens, no multiple logins, neither to trade separately on each custodial portal.
The addition of RiskPro to BridgePortfolio’s back office solutions will further simplify and reduce in house processes for advisors to focus on their clients and increase their bottom line.
Hal Sullivan, CEO of BridgePortfolio, said: "As a noted technology and services company, we continually strive to deliver leading edge solutions, such as RiskPro, to our investment advisors." Nick Scalzo, CEO and founder of ProTools said: "The blend of services that we deliver together will dramatically improve the advisor-client relationship."
Established in 2000, BridgePortfolio, which processes US$1.65 trillion in assets and 30,000 accounts each day, will assist investment advisors and RIAs to deliver investment advisory services, including ETFs, mutual fund wrap model portfolios, SMA, and UMA programs.
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