Case Study: Income Lab slashes development time and powers better retirement planning with BridgeFT’s WealthTech API

Income Lab grows account coverage 400% with BridgeFT

Income Lab, a provider of retirement income management software for financial advisors, faced the challenge of needing to integrate multi-custodial account data from sources like Schwab, TD, and Fidelity. They had to decide between building these complex data feeds themselves with each custodian or finding a provider for aggregation. They chose to implement BridgeFT's WealthTech API to solve this.

By using BridgeFT's API, Income Lab gained a single integration point for mission-critical data, which drastically shortened their development timeline. This solution provided automated, on-time data that powers their planning tools, eliminates manual entry, and improves advisor productivity. The measurable impact includes a 400% growth in account coverage to over 40,000 accounts processed, allowing their team to focus on product development instead of data integrations.

Income Lab