The Digital Imperative

BridgePort WMS is a highly compatible, fully agnostic, private investment transaction ecosystem that allows advisors, allocators and accredited investors to seamlessly search, diligence, transact, obtain proof of ownership and robust reporting visibility- with no capital costs or added infrastructure to the issuer, wealth advisor, allocator or investor.

The Digital Imperative

Key WMS Features

Key WMS Features
Private Investment Sponsors
Seamless access

Seamless access

Enable seamless access to an expansive and essential distribution channel where wealth advisors and allocators search for, access, diligence, share with, onboard and transact for clients in an all-digital, paperless environment

Essential WMS tools

Essential WMS tools

Enable a variety of essential WMS tools such as dynamic data searches- private investment type, industry, strategy, sector, theme, geography, program, as well as key performance metrics (where applicable) such as IRR, volatility, correlation, drawdowns, Sharpe, Calmar and more

Wealth Managers
Custom Watchlists

Custom Watchlists

Create custom Watchlists of sponsor entities of interest, and share with clients for mandate enhancements and indications

Investment Universe

Investment Universe

Maintain a custom, curated Investment Universe to share with and digitally transact for clients leveraging digital investor profiles

On-platform Diligence

On-platform Diligence

Facilitate full on-platform diligence and suitability reviews- including documents, approvals, notes and audit trail

Custom Feeder Funds

Custom Feeder Funds

Invest through or create custom feeder funds to aggregate and syndicate clients with lower minimums to accommodate access and proper client portfolio diversification

Meaningful Fee Revenue

Meaningful Fee Revenue

Provide refreshing and compelling product to clients and share in meaningful fee revenue

Reporting System

Reporting System

Provide centralized, transparent client reporting that is highly compatible across a multitude of custodians and reporting systems

Digitizing Private Investments
Digital or Invisible?

Digital or Invisible?

Digital technology has become essential to effective distribution, and private issuers' fund-raising capability across every investor vertical is notably impeded without it.

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