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.

Explore more

Business Central Mobile Apps Transform Operations On-the-Go

In an era where business agility defines success, the ability to manage operations from any location has become a critical advantage for companies striving to stay ahead of the curve, and Microsoft Dynamics 365 Business Central mobile apps are at the forefront of this shift. These apps redefine how organizations handle essential tasks like finance, sales, and inventory management by

Transparency Key to Solving D365 Pricing Challenges

Understanding the Dynamics 365 Landscape Imagine a business world where operational efficiency hinges on a single, powerful tool, yet many enterprises struggle to harness its full potential due to unforeseen hurdles. Microsoft Dynamics 365 (D365), a leading enterprise resource planning (ERP) and customer relationship management (CRM) solution, stands as a cornerstone for medium to large organizations aiming to integrate and

Generative AI Transforms Finance with Automation and Strategy

This how-to guide aims to equip finance professionals, particularly chief financial officers (CFOs) and their teams, with actionable insights on leveraging generative AI to revolutionize their operations. By following the steps outlined, readers will learn how to automate routine tasks, enhance strategic decision-making, and position their organizations for competitive advantage in a rapidly evolving industry. The purpose of this guide

How Is Tech Revolutionizing Traditional Payroll Systems?

In an era where adaptability defines business success, the payroll landscape is experiencing a profound transformation driven by technological innovation, reshaping how companies manage compensation. For decades, businesses relied on rigid monthly or weekly pay cycles that often failed to align with the diverse needs of employees or the dynamic nature of modern enterprises. Today, however, a wave of cutting-edge

Why Is Employee Career Development a Business Imperative?

Setting the Stage for a Critical Business Priority Imagine a workplace where top talent consistently leaves for better opportunities, costing millions in turnover while productivity stagnates due to outdated skills. This scenario is not a distant possibility but a reality for many organizations that overlook employee career development. In an era of rapid technological change and fierce competition for skilled