All client data.
Always at your fingertips.
The digital client file in bridge — simple, reliable, GDPR-compliant. Location-independent access to all data, documents and consultation history.
Simple & reliable.
bridge integrates many functions of a classic CRM system directly into the platform. A digital client file is automatically created for every client — with everything you need for great advice.
Cloud-based access means you can reach client data and documents from anywhere — in the office, on the go, or directly during a video consultation.
- Personal and contact information
- Family members and household data
- Contracts and policies
- Documents and session protocols
- Appointment history and consultation notes
- DIN financial analyses and advisory materials
What digital client management means for you.
Complete client overview
Everything at a glance — during the session, before, and for follow-up work.
Time and cost savings
Digital data entry directly during the consultation — no typing up, no manual transfer.
Location-independent
Cloud-based — you and your team can securely access all client data from anywhere.
Interactive data capture
Clients can enter and confirm data during the conversation — greater accuracy, greater trust.
MiFID Recorder: recording obligations fulfilled.
Since August 2020, the German FinVermV regulation requires 34f intermediaries to record investment advisory conversations. With bridge's integrated MiFID Recorder, you fulfil this requirement directly within the video advisory software — no separate tools needed.
- Audio recording directly in the advisory software
- Transferred to mifid-recorder.com for archiving (min. 5 years)
- Tamper protection and access security
- Accessible for clients and supervisory authorities
- No separate phone call required
Prerequisite: audio recording function must be activated in your user account + linked MiFID Recorder account required.
Interface to your existing CRM system.
In the Business plan, bridge automatically synchronises client data with your existing CRM — no duplicate entry, no manual transfer.
Automatic synchronisation
Client data is synchronised bidirectionally between bridge and your CRM.
Calendar synchronisation
Appointments are automatically carried over to both systems — no double maintenance.
Single Sign-On
Launch consultations directly from your CRM — via SSO without logging in again.
Explore the full platform.
Client management that feels effortless.
Try bridge free for 7 days — no credit card, no automatic renewal.