BayBridge

Pursue, Attain & Preserve what matters most to you. The myBridge app, powered by BayBridge Capital Group, provides professional planning and personalized investment solutions by CERTIFIED FINANCIAL PLANNERTM professionals along your journey to Financial Freedom.



*NOTE: You must be an authorized BayBridge Capital Group client to use this app.*



Email pwm@baybridgecg.com for access or to learn more about our services



TOP FEATURES

• See all of your resources in one place with powerful context

• Visualize your assets

• Keep track of all account activity from multiple institutions

• Analyze your performance, net of cost, and compare to indices

• Powerful, one-click investment analysis

• Access statements and confirmations from custodians

• Review your Quarterly Report

• Download your 1099s from multiple custodians

• Upload your estate documents and instructions…just in case

• Run .pdf reports to understand risk, uncover fees, and anticipate taxes

• Learn and grow with commentary and relevant content

• Schedule an appointment with your dedicated professional

• View your continually updated financial plan

• Monitor daily progress towards your goals

• And more!