The wealth manager said that the IntelliGen solution has been utilized by firm’s professionals for long time.
According to the Silver Bridge, the enhanced version of the IntelliGen solution which has been made available for its clients, aggregates disparate data, integrates key functions and applications such as portfolio management, tax and accounting, administrative services, and generates consolidated investment reporting all in an environment without compromising on security.
The front end interface of the solution includes a personalized portal, MyBridge, specially designed for each client so that all relevant and critical information, analytical tools, communication mediums, and a host of other features are readily available.
Silver Bridge CEO Stephen Prostano said that through IntelliGen, Silver Bridge offers an intelligent system that bridges a gap for multi-generational families with enhanced communications and information sharing.
"It allows clients to better assess their financial health, the performance of their managers and advisors and to make well informed decisions that will protect and preserve their wealth for future generations," Prostano said.
