BridgeFT operates in the financial technology sector, providing automation-driven portfolio management software designed to simplify and streamline back office functions for financial advisors and firms of all sizes. The company's core product, Atlas, helps advisors optimize their operations through simplicity and automation, allowing them to focus on strengthening client relationships. BridgeFT serves financial advisors, wealth managers, and financial firms looking to enhance efficiency and scalability in their operations. The business model is primarily SaaS (Software as a Service), generating revenue through subscription fees for its software platform. By offering features such as quick report retrieval, customizable dashboards, and automated billing, BridgeFT addresses the pain points of inefficient back office work and outdated technology, enabling firms to grow and scale effectively.

Keywords: portfolio management, financial technology, automation, SaaS, back office, financial advisors, wealth management, scalability, efficiency, Atlas