 |
|
 |
 |
|
| IntelliGen - End to End Empowerment |
|
IntelliGen is a proprietary state-of-the-art information management solution designed to meet the private wealth and legacy needs of successful individuals, multi-generational families, family offices and their many advisors. This initiative demonstrates innovation and emphasizes the firm’s focus, vision and commitment to be the preferred partner for families and family office professionals.
Under development for several years and used successfully by existing clients, IntelliGen is more than a technology and reporting platform. It is the foundation of the Silver Bridge business infrastructure that supports and drives decision making and enables us to offer a differentiated service model. Now, through IntelliGen, our proprietary system is made available to our client’s so that they too can benefit from a comprehensive toolset that enhances productivity, operational efficiency, and cost effectiveness for family offices, as well as communication and information sharing within large, multi-generational families.
From the back end, point of entry for comprehensive data collection, to the front end, with your customizable view into our platform, this end to end system has been designed to educate and empower our Client Advisors, and now you, to make decisions with confidence. IntelliGen aggregates disparate data, integrates key functions and applications, and generates consolidated investment reporting in an environment where quality controls are paramount and not compromised. The front end interface 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.
|
|
|
|
|
|
|
|
|
|
|
|
|
| “Through IntelliGen, Silver Bridge offers an intelligent system that bridges a gap for multi-generational families with enhanced communication and information sharing. It allows clients to better assess their financial health, the performance of all of their managers and advisors and to make well informed decisions that will protect and preserve their wealth for future generations,”
|
|
| Steve Prostano |
Chief Executive Officer,
Silver Bridge |
|
|
|
| “We continuously innovate, and create new tools and applications to exceed our client’s expectations. Our first major investment was the Silver Bridge Technology Development Center in 2010. This has enabled us to address a number of client challenges including business continuity and disaster recovery capabilities. It has also provided the necessary platform to roll out IntelliGen to our clients.” |
|
| Albert Parent |
Chief Technology Officer,
Silver Bridge |
|
|
|
|
|
|
|
|
|
|
|
