Case Study: American Capital Advisory streamlines billing and account management with BridgeFT Atlas

American Capital Advisory cuts billing time by 80% with BridgeFT

American Capital Advisory (ACA), a registered investment advisory firm, faced challenges with a cumbersome legacy portfolio management system and manual processes that hindered their account onboarding and billing efficiency. To address this, they sought a new technology solution and chose to implement the Atlas platform from BridgeFT.

By adopting BridgeFT's Atlas, ACA streamlined its operations, significantly reducing the time required for billing and account management. The solution delivered substantial results, including an 80% reduction in time spent on monthly billing and over 50% in annual technology cost savings. BridgeFT's responsive support and evolving technology also provided ACA with a scalable platform for future growth.

American Capital Advisory (aca)