
Four ways to actively engage.
Make advisory more dynamic — whether online or in person. bridge gives clients the ability to actively participate rather than just listen.
Video Calling
See your clients’ reactions in real time and build genuine personal connections — even online. HD video directly in the browser, no installation needed.
Interactive Slides
Pre-built slides let clients select elements, move objects and enter data directly — no more passive spectator role.
Interactive Data Capture
Fill in forms and PDFs together — whether embedded forms (e.g. DIN 77230) or your own PDF documents. All inputs feed directly into the session notes.
Drawing & Annotating
Advisors and clients can draw and highlight together on all presentation slides and whiteboard pages. All changes are automatically included in the documentation.
HD video directly in the browser.
No installation, no software download. Clients click the advisory room link — that's it. They see your face, you see their reaction.
- HD Video & AudioStable connection with crystal-clear picture — in all major browsers.
- Screen sharingShare your entire screen or individual application windows — with full WCAG contrast for accessibility.
- Dual-touch modeAdvisor and client can simultaneously point, highlight and enter data on slides — real dialogue instead of a one-way street.
- MiFID recorder (optional)Audio recording of the advisory session on request — legally compliant for regulated advisory services.

Everything you need for advisory.
Advisory Documentation
Structured session notes — automated, ready to send immediately.
Learn more →Digital Signature
Legally binding signatures directly in the session — no paperwork, no follow-up mailing.
Learn more →Appointment Booking
Clients book themselves — 24/7, with automatic confirmation and calendar sync.
Learn more →Advisory that truly connects.
Try bridge free for 7 days — no credit card, no automatic renewal.