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Silver Bridge Launches IntelliGen to Address the Challenges of Multi-Generational Families and Family Offices

PR Newswire

BOSTON, May 16, 2011

BOSTON , May 16, 2011 /PRNewswire/ — Silver Bridge, an independent wealth management firm, today announced that it has launched IntelliGen , 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 advisors.  

“Through IntelliGen , Silver Bridge offers an intelligent system that bridges a gap for multi-generational families with enhanced communications and information sharing. It allows clients to better assess their financial health, the performance of their managers and advisors and to make well informed decisions that will protect and preserve their wealth for future generations,” commented Stephen Prostano , Chief Executive Officer of Silver Bridge.  

More than a technology and reporting platform, IntelliGen is the foundation of the Silver Bridge business infrastructure that supports and drives decision-making and enables the firm to offer a differentiated service model.  Additionally, it provides clients with better service, more timely and accurate information, a holistic view of their network, and helps simplify their lives.  

IntelliGen has been utilized by Silver Bridge professionals for many years. An enhanced version is now being made available and customized for the firm's clients. The platform aggregates disparate data, integrates key functions and applications (portfolio management, tax and accounting, administrative services), and generates consolidated investment reporting all in an environment where quality controls are paramount and security is 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.

Albert J. Parent , Chief Technology Officer of Silver Bridge commented, “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.”

About Silver Bridge

Silver Bridge is an independent wealth management firm with over $3 billion in assets under advisement. For more than 80 years, Silver Bridge has focused on helping individuals and families realize their financial goals and aspirations. The Firm offers objective, thoughtful advice and customized solutions that are aligned with each client's investment, philanthropic, tax, and wealth transfer objectives. All investment advisory services are provided through Silver Bridge Capital Management, LLC, a registered investment adviser and affiliate of Silver Bridge Advisors, LLC. For more information about Silver Bridge, visit http://www.silverbridgeadvisors.com.

Media Contact:
Kellie Walsh
914-315-6072

SOURCE Silver Bridge

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