Case Study: Passive Capital Management improves client satisfaction with BridgeFT Atlas

Passive Capital Management modernizes reporting after nearly 20 years with BridgeFT

Passive Capital Management, a fee-only registered investment advisor, faced the challenge of modernizing its outdated back-office operations and client reporting processes without incurring prohibitively high costs. The firm had relied on an outsourced solution for nearly two decades before seeking a more efficient and affordable platform, which led them to vendor BridgeFT and its Atlas product.

By implementing BridgeFT's Atlas platform, the firm gained a modern and flexible system that accurately and quickly handles data for streamlined reporting. The solution allowed Passive Capital Management to produce clear, concise reports efficiently, saving time and improving the client experience. These improvements helped the firm compete more effectively while maintaining a lean operational model, ultimately increasing client satisfaction.

Passive Capital Management, LLC