BrightOffice Broker CRM

BrightOffice Broker CRM

BrightOffice Cloud CRM
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Brokers and portfolio managers searching for a solution to manage and plan their operations

Audience

Broker-dealers searching for a solution providing liquidity and execution services

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$165 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bricknode
Sweden
www.bricknode.com/products/bricknode-broker/

Company Information

BrightOffice Cloud CRM
Founded: 2009
United Kingdom
www.brightoffice.co.uk/crm/broker

Alternatives

Alternatives

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Union | platform

Union Financial Technologies
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Union | platform

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IQProspects

IQProspects

Quest Analytics
Engaged CRM

Engaged CRM

Engaged
VeriTouch

VeriTouch

VeriPark
InsureCert

InsureCert

InsureCert Systems

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

No info available.

Integrations

No info available.
Claim Bricknode Broker and update features and information
Claim Bricknode Broker and update features and information
Claim BrightOffice Broker CRM and update features and information
Claim BrightOffice Broker CRM and update features and information