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Flagler Beach
Brokers / Security dealers
The BridgePoint Group, LLC.
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The BridgePoint Group, LLC.

We are a firm comprised of industry professionals with lengthy careers in over 20 leading financial services firms specializing in the retirement industry and related verticals. Our collective experience working with retirement providers and vendors offers us a unique perspective on industry trends.
Financial and Insurance Industry Experts

   Broker/Dealer Service and Operations
   Consumer and Institutional Banking
   Custodial and Trust Services
   Mutual Fund Accounting and Transfer Agency Services
   Open Architecture Investment Pricing, Trading, Settlement, Corporate Actions, Cash Management
   Product Development / Deployment
   Regulatory Compliance
   Retirement Services
   Wealth Management

Customer Service

Reduced operating costs by 28% and reversed a 5 year downward trend for major retirement provider.

   Call Center Expertise
   Financial Services product development, deployment
   B2B and B2C service model design and implementation
   Product feasibility – cost and gap analysis


Established document foundation for major 403(b) provider.

   Retirement Services Compliance and Document Services
   FINRA/SEC/Broker Dealer compliance
   Broker Dealer start ups, consolidations, sales and decommissions

Record Keeping and Accounting

Board level experience with mutual fund transfer agency. Reduced transaction errors 61% and losses by several million dollars in a 18 month period.

   Mutual Fund Transfer Agency
   Fund Accounting
   Investment pricing, trading, settlement, corporate action, cash management
   Custodial and Trust Services

Our Services Include:

   Strategic Planning
   Transformation Design and Implementation
   Product Strategy and Management
   Distribution, Channel and Customer Experience Strategy
   Baselining and Benchmarking Analysis
   Program and Project Management
   Training and Development
   Supplemental Subject Matter Expertise


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