Broker Check

Bridge Basic

Technology First

For any organization looking to provide employees a self-paced, digital financial education platform with access to Fiduciary Financial Advisors at their fingertips
Get a Demo

Bridge Premium

Technology + Live Education

For any organization looking to provide employees the same digital platform paired with live financial education workshops led by Fiduciary Financial Advisors
Get a Demo

Bridge Custom

Contact Us
For any organization looking for customization, we can help
Get a Demo

Compare Plans

Digital Finanical Education PlatformBridge BasicBridge Premium
60+ online education experiences
Mobile first
Interactive & engaging
Available in English & Spanish
Live WorkshopsBridge BasicBridge Premium
Complete Financial Management
  • 3-part workshop
  • Ran 1x a year
Four Pillars of Successful Retirement
  • 3-part workshop
  • Ran 1x a year
Choice of 2 Single Topic Workshops
  • Ran at organizations discretion
Calls to Action for EmployeesBridge BasicBridge Premium
Access to a Fiduciary Financial Advisor
Complementary 1-on-1 Consultation Offer
Complementary Financial Plan
Data & Reporting for EmployersBridge BasicBridge Premium
User-activation & registration
Personalized playlists
Modules activity
Most popular topics
Poll data
Live workshop feedback surveys