Cadaret, Grant selects Bridgeline’s iAPPS to power Advisor Portal

Burlington, MA | November 15, 2016

Bridgeline Digital, Inc. announced today that Cadaret, Grant, one of the largest privately owned independent broker/dealers, has selected the iAPPS Digital Engagement Platform to power its Advisor Portal. The engagement, which includes a 3-year SaaS license to iAPPS and the associated professional services, will build a Portal to serve the company’s network of 900 financial advisors with important information, news, collateral and account and commission data.

“The Advisor Portal is a critical part to the robust technology solutions and digital strategy offerings that support our advisor community,” Megan Ruddy, Vice President, Director of Communications at Cadaret, Grant said. “Our advisors needed a tool that’s easy to use, mobile-friendly and gets them the most meaningful information and resources they need to efficiently manage their day-to-day business. We selected iAPPS because of its inherent capabilities in delivering personalized and relevant experiences. Bridgeline has been a long-term partner of ours for over 15 years – and they truly understand our business, how to leverage technology and best practices.”

Cadaret, Grant’s Advisor Portal centers on some of the key features within iAPPS, including responsive templates to serve both desktop and mobile audiences, robust workflow capabilities, flexible API and services to support third-party integrations and the necessary security protocols required in a secure portal environment.  

“This engagement with Cadaret, Grant is one of several that really showcase what makes iAPPS so different in the marketplace,” Ari Kahn, CEO at Bridgeline said. “iAPPS’ unique set of foundational elements provide these companies with a set of building blocks to start from. When that’s paired with advanced capabilities for custom development, companies like Cadaret, Grant get the best of both worlds – an enterprise-level platform with real return on investment.” 

About Bridgeline Digital

Bridgeline Digital, The Digital Engagement Company™, helps customers maximize the performance of their full digital experience – from websites and intranets to online stores and campaigns. Bridgeline’s iAPPS platform deeply integrates Web Content Management, eCommerce, eMarketing, Social Media management, and Web Analytics to help marketers deliver digital experiences that attract, engage and convert their customers across all channels. Headquartered in Burlington, Mass., Bridgeline has thousands of quality customers that range from small- and medium-sized organizations to Fortune 1000 companies. To learn more, please visit www.bridgeline.com or call (800) 603-9936.

Becki Dilworth
Bridgeline Digital, Inc.
Senior Vice President of Marketing
303.785.3858
bdilworth@bridgeline.com

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