Rothe Financial Group chooses BridgePortfolio to manage its back office operations. BridgePortfolio is an industry provider of customized platforms and back office support.
BridgePortfolio will deliver the set-up and ongoing maintenance of its back office activities including a website, account opening tool, daily reconciliation, billing and performance reporting. Rothe Financial Group is utilizing Rydex Financial Services for their custodial needs.
“Working with Rothe Financial Group will further our initiative to deliver customizable solutions that help wealth advisors deliver superior client service and personalized investment strategies,” says David Edstrom, chief marketing officer, BridgePortfolio.
“Through our new partnership, they will be able to increase productivity and better service their clients because we eliminate the non-revenue generating tasks that take advisors’ time away from focusing on current clients and future business development.”
“Rothe’s selection of BridgePortfolio further validates our position in the industry as the leading back-office outsourcing firm for advisors who are aggressively building and growing their businesses,” says Chad Meyer, CEO, BridgePortfolio.
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