Boost your advisor client engagement

Transform advisory impact with Bridgewise’s seamless, workflow-ready intelligence covering 50K securities and meeting regulatory standards

0K

Stock
Coverage

+0

Languages
supported

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fundamental
data points

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Billions
historical data

Fuel Your Advisory Expertise with Bridgewise

Increase client service satisfaction

Optimize advisory workflows

Boost efficiency and reduce workload

Expand
market
coverage

Ensure regulatory compliance

Ensure advisory excellence

Increase client service satisfaction

Optimize advisory workflows

Boost efficiency and reduce workload

Expand
market
coverage

Ensure regulatory compliance

Ensure advisory excellence

What Investment intelligence
means for wealth advisors

With a full suite of solutions targeting broad categories of investors and use cases, Bridgewise helps financial institutions serve their clients across the globe.

Expand Advisory Assets

Keep advisors relevant with regulatory-compliant intelligence on 50K securities, offering actionable recommendations for expert guidance on both niche and mainstream assets for any client query.

Formatted Talking Points

Enable advisors to manage capacity burdens while maintaining service levels with investment intelligence that consolidates diverse data into ready-to-communicate formats and copy-paste rationales in any language

Seamlessly Advisors' Workflows

Let advisors easily access and engage with institutional-level investment intelligence, digitally delivered directly within their daily system  and configured to integrate into their daily workflows

Maintain Regulatory Compliance

Implement an investment intelligence solution that meets regulatory standards and fully adapts to your bank’s unique policies.

Our impact

0%

Use the tool on a weekly basis

0%

report high trust in the provided recommendations

0%

Are very satisfied with the solutions

Hear it from our costumers and partners

Bjorn Sibbern

Global Head of Exchanges at SIX

Together with Bridgewise we are enhancing our internal expertise and empowering customers across geographies to stay competitive.

David Shem-Tov

CEO, Israel Interactive Trading

Watch David Shem-Tov, CEO at Israel Interactive Trading share his thoughts about BridgeWise, a unique and innovative service that revolutionizes financial report analysis. With AI-powered tools, everyday investors gain access to global stock analysis in seconds, effortlessly translated into any language.

Amit Gurion

VP Retail Trading, IBI Investment House

Amit Gurion, VP of Retail Trading at IBI Investment House, shares his testimonial. Discover how their cutting-edge platform simplifies financial analysis, making informed investment decisions accessible to all with BridgeWise.

Eyal Goren

CEO, Psagot Mutual Funds

Psagot Investment House, one of the foremost investment houses in Israel, had begun to generate buzz about our collaboration – and here are Eyal Goren’s insights into the technology behind Psagot’s new investment products.

Pedro Meduna

Co-founder & Partner, L4 Venture Builder (backed by B3)

Hadas Yefet

Head of Financial 
Advisory Department, Hapoalim Bank

Our advisors now provide better service and feel more satisfied and confident in their work. 82% of our advisors use the platform consistently, and 73% of them follow and invest according to Bridgewise recommendations.

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