Yayati

Onboarding onto PLASMA

Using BridgeFT to ingest data into PLASMA

Using BridgeFT to ingest Schwab data

Using BridgeFT to ingest Fidelity data

Using BridgeFT to ingest Pershing data

Using BridgeFT to ingest Interactive Brokers (IBKR) data

Using BridgeFT to ingest Apex Clearing data

Using BridgeFT to ingest Millennium Trust data

Using BridgeFT to ingest Eaglebrook data

Vivek Pai

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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