SeedRM

SeedRM

Lenox Park Solutions
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About

Compose your own digital financial institution by assembling it on our core platform. Use Bricknode Core with its API as a framework to build your own financial business. Bricknode has developed a scalable, fully cloud-based platform that can be likened to the plumbing, or the infrastructure, of financial operations. Our vision is to be able to help both established financial institutions and startups to digitalize their business and enabling them to focus on creating value for their customers without having to think about what is beneath the hood. Everything is completely cloud-based and you can expand the functionality of Bricknode Broker by activating applications and modules in our Marketplace. The back office module is the core interface of Bricknode Core. From here you can manage customers, financial instruments, transactions, positions, orders and you can also enable numerous specialized add-ons to help you automate your back-office operations.

About

SeedRM is the most intuitive and useful CRM tool for Institutional Investors to effectively manage relationships within a portfolio of Investment Managers. Users are able to access SeedRM anytime and anywhere in the world with internet access! Leverages expertise in Investment Manager Due Diligence Advisory and Partner backgrounds steeped in Financial Markets. Built on the market-leading, cloud-based Salesforce.com platform, an unlimited number of licensed Users are able to access and contribute Investment Manager information, reports, and attachments. From a workstation in your office, or your compatible mobile device, SeedRM provides a simple interface for Users to effectively manage relationships without disrupting their day-to-day operations.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Institutional investors

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:

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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

Lenox Park Solutions
Founded: 2009
United States
www.lenoxparkllc.com

Alternatives

Alternatives

AIM

AIM

Altvia Solutions
Union | platform

Union | platform

Union Financial Technologies
Amplify CRM

Amplify CRM

Wavteq

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

Financial CRM Features

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

Integrations

Salesforce

Integrations

Salesforce
Claim Bricknode Broker and update features and information
Claim Bricknode Broker and update features and information
Claim SeedRM and update features and information
Claim SeedRM and update features and information