February 6 2026 - v.2026.1.0

To our valued BridgeFT clients, we’re excited to close out Q4 by sharing a set of product updates, data feed expansions, and bug fixes designed to further enhance your experience with BridgeFT.

🚀** New Fidelity DBS Data Feed for Employee Monitoring**

We’ve introduced support for a new Fidelity DBS data feed to power Employee Monitoring workflows. This integration adds a new source of data that can be used for compliance review and oversight processes.

The Fidelity DBS feed provides access to:

• Accounts

• Positions

• Lots

• Securities

• Transactions

With this addition, Employee Monitoring now has broader coverage and a more complete view of Fidelity-managed data, enabling more consistent ingestion and review of activity across monitored accounts.

🧾New Billing Calculations

We delivered a significant update to the billing engine, including enhancements to how fees are calculated, applied, and reported across supported billing scenarios. This release also introduces a comprehensive Billing Calculations Guide that documents the full calculation model, business rules, and edge cases.

To understand how billing is computed within the system, refer to the new documentation: https://docs.bridgeft.com/docs/billing-calculations-guide

🚀 New Data Feed Integration with Axos Advisor Services

We’ve added support for a new Axos Advisor Services data feed, expanding our platform’s ability to ingest and process custodian data from Axos.

This integration provides access to:

• Accounts

• Positions

• Lots

• Securities

• Transactions

With this new feed, clients using Axos Advisor Services benefit from broader data coverage and more seamless data ingestion, enabling more complete reporting and operational workflows across their Axos-managed accounts.

🧰Fixes & Improvements

The WealthTech API and OpenAPI specification now support per-request logo overrides for printable PDF Performance and Billing reports.

The request body for both report types accepts a base64-encoded PNG or JPEG image. When provided, the supplied image is used in place of the default logo for that report generation request.

Expanded behaviors related to the Performance Start Date setting changes so that it plays nicely with other areas of BridgeFT services and other reports.

Resolved issues where some corporate actions and related transaction codes were being handled incorrectly.