Insights
Verify Once. Connect Everywhere.
Verify Once. Connect Everywhere.
Insights
Insights
Unify balances, positions, transactions, and behaviors across every linked account to power planning, personalization, and compliance—without building a data team.
Unify balances, positions, transactions, and behaviors across every linked account to power planning, personalization, and compliance—without building a data team.
Unify balances, positions, transactions, and behaviors across every linked account to power planning, personalization, and compliance—without building a data team.
Unify balances, positions, transactions, and behaviors across every linked account to power planning, personalization, and compliance—without building a data team.
Unify balances, positions, transactions, and behaviors across every linked account to power planning, personalization, and compliance—without building a data team.
Overview of Historical Activity & Trends
Overview of Historical Activity & Trends
Overview of Historical Activity & Trends
Overview of Historical Activity & Trends
Overview of Historical Activity & Trends
Turn raw activity into clear narratives. BrokerBridge normalizes multi-custodian history—corporate actions, cash flows, fees, and trades—then enriches it with categories and tags. Track changes over time, surface anomalies, and compare performance to benchmarks so advisors and users can make decisions with context, not guesses.
Turn raw activity into clear narratives. BrokerBridge normalizes multi-custodian history—corporate actions, cash flows, fees, and trades—then enriches it with categories and tags. Track changes over time, surface anomalies, and compare performance to benchmarks so advisors and users can make decisions with context, not guesses.
Turn raw activity into clear narratives. BrokerBridge normalizes multi-custodian history—corporate actions, cash flows, fees, and trades—then enriches it with categories and tags. Track changes over time, surface anomalies, and compare performance to benchmarks so advisors and users can make decisions with context, not guesses.
Turn raw activity into clear narratives. BrokerBridge normalizes multi-custodian history—corporate actions, cash flows, fees, and trades—then enriches it with categories and tags. Track changes over time, surface anomalies, and compare performance to benchmarks so advisors and users can make decisions with context, not guesses.
History
History
View All
View All
View All
Company Name
Company Name
Company Name
Company Name
Cost Basis
Cost Basis
Cost Basis
Cost Basis
Current Price
Current Price
Current Price
Current Price
Action
Action
Action
Action
#Shares
#Shares
#Shares
#Shares
Current Value
Current Value
Current Value
Current Value
Microsoft
Microsoft
Microsoft
Microsoft
$119.63
$119.63
$119.63
$119.63
$163.91
$163.91
$163.91
$163.91
Buy
Buy
Buy
+63
+63
+63
+63
$35,240.65
$35,240.65
$35,240.65
$35,240.65
Amazon
Amazon
Amazon
Amazon
$133.33
$133.33
$133.33
$133.33
$177.19
$177.19
$177.19
$177.19
Sell
Sell
Sell
+77
+77
+77
+77
$34,538.71
$34,538.71
$34,538.71
$34,538.71
$263.77
$263.77
$263.77
$263.77
$200.93
$200.93
$200.93
$200.93
Buy
Buy
Buy
-63
-63
-63
-63
$17,079.05
$17,079.05
$17,079.05
$17,079.05
Tesla
Tesla
Tesla
Tesla
$377.31
$377.31
$377.31
$377.31
$400.79
$400.79
$400.79
$400.79
Buy
Buy
Buy
+23
+23
+23
+23
$15,637.53
$15,637.53
$15,637.53
$15,637.53
Comprehensive Investment Profiles
Comprehensive Investment Profiles
Comprehensive Investment Profiles
Comprehensive Investment Profiles
Comprehensive Investment Profiles
Combine live account data with behavioral signals to build a 360° view of each investor. Profiles update automatically so recommendations, nudges, and reviews are always relevant.
Combine live account data with behavioral signals to build a 360° view of each investor. Profiles update automatically so recommendations, nudges, and reviews are always relevant.
Combine live account data with behavioral signals to build a 360° view of each investor. Profiles update automatically so recommendations, nudges, and reviews are always relevant.
Combine live account data with behavioral signals to build a 360° view of each investor. Profiles update automatically so recommendations, nudges, and reviews are always relevant.
We Go Beyond Numbers
We Go Beyond Numbers
Understand your financial landscape with precision
Understand your financial landscape with precision
Understand your financial landscape with precision
Understand your financial landscape with precision
Understand your financial landscape with precision
Goals-Based Planning
Align strategies with your financial objectives
Align strategies with your financial objectives
Current Snapshot
Analyze income, assets, and liabilities
Analyze income, assets, and liabilities
Risk Profiling
Assess comfort level with volatility and uncertainty
Assess comfort level with volatility and uncertainty
Time Horizon Analysis
Plan for short-, mid-, and long-term milestones
Plan for short-, mid-, and long-term milestones
Behavioral Insights
Consider values, preferences, and decision-making styles
Consider values, preferences, and decision-making styles
With their Comprehensive Investment Profiles, I finally understand how every piece of my portfolio works together. It’s not just data-it’s clarity, confidence, and control.
With their Comprehensive Investment Profiles, I finally understand how every piece of my portfolio works together. It’s not just data-it’s clarity, confidence, and control.
Logan Weaver
CEO, Surmount
Enrichment Benefits
Enrichment Benefits
Enrichment Benefits
Enrichment Benefits
Enrichment Benefits
BrokerBridge lifts engagement with timely, personalized insights while keeping your team compliant.
BrokerBridge lifts engagement with timely, personalized insights while keeping your team compliant.
BrokerBridge lifts engagement with timely, personalized insights while keeping your team compliant.
BrokerBridge lifts engagement with timely, personalized insights while keeping your team compliant.
Export client overviews
Export client overviews
Export client overviews
BrokerBridge Verification Flow.
Export client overviews
Generate branded summaries in a click—balances, performance, allocation, and recent activity—ready for reviews, emails, or archives. Export as PDF or JSON and attach the underlying data for your CRM or data warehouse.
Generate branded summaries in a click—balances, performance, allocation, and recent activity—ready for reviews, emails, or archives. Export as PDF or JSON and attach the underlying data for your CRM or data warehouse.
Generate branded summaries in a click—balances, performance, allocation, and recent activity—ready for reviews, emails, or archives. Export as PDF or JSON and attach the underlying data for your CRM or data warehouse.
Generate branded summaries in a click—balances, performance, allocation, and recent activity—ready for reviews, emails, or archives. Export as PDF or JSON and attach the underlying data for your CRM or data warehouse.
Generate branded summaries in a click—balances, performance, allocation, and recent activity—ready for reviews, emails, or archives. Export as PDF or JSON and attach the underlying data for your CRM or data warehouse.
Download
API Endpoints for Easy Access to Insights
API Endpoints for Easy Access to Insights
API Endpoints for Easy Access to Insights
API Endpoints for Easy Access to Insights
API Endpoints for Easy Access to Insights
Integrate real-time insights directly into your applications. Our robust, RESTful APIs let you fetch the data you need-when you need it-without complexity.
Integrate real-time insights directly into your applications. Our robust, RESTful APIs let you fetch the data you need-when you need it-without complexity.
Integrate real-time insights directly into your applications. Our robust, RESTful APIs let you fetch the data you need-when you need it-without complexity.
Integrate real-time insights directly into your applications. Our robust, RESTful APIs let you fetch the data you need-when you need it-without complexity.
Real-time access
Always up-to-date data
Always up-to-date data
Secure & authenticated
Token-based access with role permissions
Token-based access with role permissions
Intelligent queries
Filter, sort, and fetch just what you need
Filter, sort, and fetch just what you need
Developer-friendly
JSON responses, extensive docs, and SDK support
JSON responses, extensive docs, and SDK support
© 2025 BrokerBridge, a Surmount company. All rights reserved.
Terms and Conditions
Privacy Policy
© 2025 BrokerBridge, a Surmount company. All rights reserved.
Terms and Conditions
Privacy Policy
© 2025 BrokerBridge, a Surmount company. All rights reserved.
Terms and Conditions
Privacy Policy
© 2025 BrokerBridge, a Surmount company. All rights reserved.
Terms and Conditions
Privacy Policy
© 2025 BrokerBridge, a Surmount company. All rights reserved.
Terms and Conditions
Privacy Policy