Case Study: SmartRIA achieves real-time compliance automation with BridgeFT WealthTech API

SmartRIA expands custodial data access with BridgeFT and eliminates manual data entry

SmartRIA, a cloud-based compliance software provider, faced the challenge of managing custodial data feeds internally, which consumed resources and limited client access to their platform's full capabilities. They sought a data partner to automate this process and expand custodian coverage, leading them to partner with BridgeFT and its WealthTech API.

BridgeFT implemented its WealthTech API to automatically pull account and household data into SmartRIA's platform, eliminating manual entry. This integration gave all SmartRIA clients, including smaller firms, seamless access to accurate data for critical compliance tasks like ADV reporting and trade monitoring. The result for SmartRIA was a complete, proactive compliance program for their users and reduced internal overhead, allowing them to focus on their core expertise. BridgeFT's solution has positioned SmartRIA for future growth, including potential white-labeled expansion.

SmartRIA