Fully Built System for Financial Advisors
Transform your practice with AI-powered automation that works 24/7 to engage leads, nurture prospects, and streamline client onboarding.
What Brydge Can Do for Your Advisory Firm
A Complete System to Save Time and Build Trust
Brydge Pro helps advisors capture leads from ads or referrals, qualify them with AI, and nurture them until they're ready to book - without lifting a finger. Includes secure forms, lead magnets, and compliance-conscious workflows.
- Compliance-ready automation workflows
- AI-powered lead qualification and nurturing
- Secure client onboarding and document collection
- Educational content delivery and event automation
Done-for-You Systems That Book You More Clients.
From lead capture to onboarding and referrals, our systems help financial advisors grow - without more manual work or hiring extra staff.
Book qualified intro calls automatically
Reactivate old contacts and prospects
Scale your network with 0 follow-up
Full Operation Audit
Comprehensive analysis of your current systems and processes to identify optimization opportunities.
- Process mapping
- Compliance review
- Technology assessment
Automated Lead Nurture
Engage leads from your website, ads, or CRM with personalized follow-up sequences.
- Multi-channel outreach
- Compliance-ready templates
- Performance tracking
AI Chatbot & Voice Agent
24/7 automated engagement for FAQs, retirement scenarios, and appointment booking.
- Custom knowledge base
- Lead qualification
- Appointment scheduling
Seminar Automation
Streamline webinar and in-person event management from promotion to follow-up.
- Registration handling
- Reminder sequences
- Attendance tracking
Lead Magnet System
Convert website visitors with valuable resources and automated delivery.
- Retirement checklist
- Risk tolerance quiz
- Investment guides
Partnership Automation
Build and manage referral partnerships with CPAs, attorneys, and other professionals.
- Partner outreach
- Referral tracking
- Co-marketing tools
Pick the System That Matches Your Growth
Solopreneur
For solo / early-stage advisors who want to respond faster and convert more leads
1 user license
Small Teams
For advisors with lists and CRM, ready to scale outreach and engage more leads
2-5 user license
Optional Add-Ons:
Voice AI Agent
$997 setup + $447/month
Large Teams
For teams, top advisors, and firms who want to run a full-funnel system & lead the market
6-15 user license
* SMS and automated email costs are billed separately and not included in plan pricing.
Add-Ons & Enhancements
Templated Website
High-Performingg Websites that Convert
Customized AI Websites
We Build Smarter Sites - Powered by AI
LinkedIn Outreach
Scrape, Message, and Book B2B Clients on Autopilot
Interactive Lead Generation Tools
Attract and qualify prospects with these powerful interactive tools
Retirement Readiness Calculator
Support & Training Designed for You
We combine real-time support, hands-on setup, and live workshops in each package - so you can focus on selling while we automate your back office.
Your Support Journey
Day 1
On-boarding call
Initial setup and system walkthrough
Day 7
First Check-In Call
Review progress and address questions
Day 30
Optimization Call
Fine-tune your automation setup
Day 60
Strategy Update
Assess results and adjust strategy
Day 90
Review & Adjust
Comprehensive system review
Ongoing
Continuous Support
Live Chat + Quarterly Calls
Workshop 1: Master Brydge App & Lead Flow
Available within 3 days of onboarding
What You'll Learn:
- Brydge App Home & Navigation
- Managing New Leads
- Communication Best Practices
- Booking Meetings + Reminders
Workshop 2: Master Your System
1 week after onboarding
What You'll Learn:
- Managing Pipelines and Tracking
- Task Management
- Client Onboarding Automation
- Referral & review request workflows
We've Got You Covered
Live Chat Support
1:1 Onboarding Call
Ideas & Feedback
Workshop Recordings
Success Stories
The automated webinar system has transformed our seminar strategy. We're generating 3x more qualified leads with half the effort.
Michael Chen
Financial Advisor, Wealth Partners LLC
The compliance-ready automation workflows have saved us countless hours while ensuring we stay within regulations.
Sarah Thompson
Practice Manager, Financial Strategies Group
Our lead conversion rate increased by 40% after implementing the AI qualification system. The quality of our consultations improved dramatically.
James Wilson
Senior Advisor, Retirement Planning Associates