The Digital Imperative: Digital or Invisible

BridgePort WMS is a highly compatible, fully agnostic transaction ecosystem✻ that allows wealth advisors 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 or investor.

Key WMS Features:

  • Private Investment Sponsors

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

    • 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

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

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

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

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

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

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


Get Onboard

Private investment digitization and distribution is essential in facilitating the growth, transparency, fluidity and efficiency necessary in providing access to an expansive investor base, where data can be leveraged and issuers can raise capital more seamlessly and efficiently.

Digitize
Wealth Managers

Register for free to access WMS and connect to private investments. Custom, white-labeled options and fully branded sub-domains are also available for a fee.

REGISTER

Raise Capital*
Private Investment Sponsors

Digitize your entity on WMS to enable access to an essential distribution channel with thousands of wealth managers and advisors you choose.

REGISTER

BridgePort is an innovative SaaS platform designed to bring centralization, standardization and fluidity to private fund investing.

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