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Dynasty Financial Partners Partners with BridgeFT to Provide Enhanced Wealth Management Tools

February 23, 2023

Dynasty Financial Partners Partners with BridgeFT to Provide Enhanced Wealth Management Tools

Dynasty Financial Partners and BridgeFT have recently announced a groundbreaking partnership that will revolutionize the wealth management industry. This exciting new collaboration will enable Dynasty to provide integrated wealth technology services throughout their network, offering a more streamlined experience for their clients.

The key to this partnership lies in BridgeFT’s revolutionary WealthTech API. This innovative technology eliminates the need for separate data feeds from various custodians and back-office providers, allowing financial firms and FinTech organizations to construct advanced wealth management applications. As such, Dynasty’s advisors will now have access to an enhanced suite of tools that will enable them to better serve their clients’ financial needs.

Ed Swenson, Chief Operating Officer at Dynasty, expressed his enthusiasm for the new partnership: “We are thrilled to be able to provide our advisors with world-class tools that will enable them to better serve their clients. This is a great opportunity for our firm and I am excited to see the results it will have.”

In addition to selecting BridgeFT’s WealthTech API, Dynasty has also pledged to heavily utilize their technology and services. As a result, Frank Coates, Dynasty’s Chief Technology Officer, will be joining BridgeFT’s Board of Directors. Frank is an experienced leader who has spent over two decades in the financial services industry and his expertise and knowledge of emerging technologies will be a great asset to BridgeFT’s Board of Directors. Joe Stensland, Chief Executive Officer at BridgeFT, expressed his delight at Dynasty’s investment in their firm: “We are honored that Dynasty has chosen to invest in our technology and services, and we are thrilled to have Frank join our Board of Directors. We are confident that this partnership will open up new opportunities for both companies.”

This new partnership between Dynasty Financial Partners and BridgeFT is set to bring tremendous benefits to the wealth management industry. By providing advanced wealth management applications that eliminate the need for separate data feeds from various custodians and back-office providers, this technology simplifies processes and offers a more streamlined experience for their clients. Furthermore, the introduction of Frank Coates on BridgeFT’s Board of Directors ensures that this innovative technology is in the hands of experienced leaders who understand the needs of the industry.

The future of wealth management looks brighter than ever with this groundbreaking partnership between Dynasty Financial Partners and BridgeFT. With the introduction of this new technology, financial firms and FinTech organizations are now able to construct advanced wealth management applications that enable advisors to better serve their clients’ financial needs. This revolutionary technology is sure to bring tremendous benefits to the wealth management industry for years to come.

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