Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT’s WealthTech APIs to Power Data Connectivity and Infrastructure

Financial Planners


Zoe uses BridgeFT’s WealthTech-as-a-Service offering to improve the complex and disjointed tech stack that plagues many good advisors.

Chicago, May 23, 2023 /PRNewswire/ — BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better data-driven outcomes for their clients, today announced that Zoe Financial announced the following: A wealth platform that connects individuals seeking services, management and solutions with the nation’s most qualified advisors chose BridgeFT’s WealthTech API to power its data connectivity and infrastructure.

Zoe Financial

Zoe Financial

to the original new york Zoe Financial, backed by institutional investor SoftBank, is a unique wealth platform for consumers to find, hire and work with top independent financial advisors. As the Zoe team worked to launch their new product suite, they sought key partners to enhance their system’s capabilities while improving development cycles and speeding time to market. BridgeFT’s WealthTech-as-a-Service provided Zoe with the latest technology to consolidate core application services such as critical customer data from multiple administrators, client performance reports, and more. Billinghas the built-in business logic to develop unique tools for differentiation, giving you the flexibility to innovate the entire customer and advisor experience, while saving time and money and enabling these capabilities Eliminates the need to build in-house

“Zoe Financial shares our mission to modernize and simplify the most antiquated part of the wealth management industry,” he said. Joe Stensland, CEO of BridgeFT. “We are honored that the Zoe Financial team has chosen BridgeFT’s WealthTech API to drive the innovation it brings to the market to help match clients with their ideal fiduciaries, financial advisors and financial planners.” think.”

For Zoe Financial, a core goal is to improve the complex and disjointed tech stack that plagues many good advisors. Providing seamless billing and client reporting with accurate, on-time data storage was mission critical. Like many wealth management platforms, Zoe Financial faced a classic build-or-buy decision as the team planned its latest platform expansion. Zoe Financial can invest the time in-house development resources and building critical data connections or have the expertise and the latest technology to not only ensure that your data needs are met, but also provide the framework and infrastructure to extend the platform. You can find a reliable partner with the technology of .

“BridgeFT’s WealthTech API was exactly the accelerator we needed to normalize and process client account data directly, making the implementation process smooth and easy,” said Rajesh Gaur, Head of Investments at Zoe Financial. increase. “Furthermore, we feel that we are partnering with the team, not the vendor. BridgeFT believes in the same way that our advisors see us as an extension of their team. , is an extension of our own in-house team.”

BridgeFT’s WealthTech API is the industry’s first WealthTech-as-a-Service platform, providing a single, open API for multi-custody, trade-ready data, analytics and applications. The WealthTech API eliminates the need for separate data feeds from different custodians and back-office providers, empowering wealth managers and fintechs to create differentiated, next-generation wealth management applications. .

About BridgeFT
BridgeFT is a cloud-native, API-first, wealth infrastructure software company that enables financial institutions, fintech innovators, TAMPs, and registered investment advisors to deliver better, data-driven outcomes to their clients. Leading financial services and technology companies trust BridgeFT to power their digital asset management ecosystems and automate critical back-office operations, providing critical asset data, proactive customer insights and reports, portfolio Seamlessly orchestrate management automation to deliver a truly personalized customer experience. From integrated advisor solutions to the industry’s only WealthTech-as-a-Service platform with open APIs, BridgeFT provides the infrastructure needed to power the next generation of wealth management applications. For more information, visit bridgeft.com.

About Zoe Financial
Zoe was founded with one mission: to accelerate wealth creation through superior customer experience and innovative technology. Our human experts and powerful technology take the friction out of the process of finding and hiring financial advisors. Through Zoe’s platform, you can connect with trusted financial advisors around the world. usa Based on your unique financial situation and goals. Zoe’s carefully curated network of profit-aligned financial advisors includes only the nation’s top RIAs. For more information, visit zoefin.com.

contact

For BridgeFT
media@bridgeft.com

For Zoe Financial
Alexandra Rodriguez Correales
marketing@zoefin.com

BridgeFT (PRNewsfoto/Bridge Financial Technology)

BridgeFT (PRNewsfoto/Bridge Financial Technology)

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Sision

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