Bricknode BrokerBricknode
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SeedRMLenox Park Solutions
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Related Products
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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.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Brokers and portfolio managers searching for a solution to manage and plan their operations
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Audience
Institutional investors
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$165 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationBricknode
Sweden
www.bricknode.com/products/bricknode-broker/
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Company InformationLenox Park Solutions
Founded: 2009
United States
www.lenoxparkllc.com
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Lead Management
Not Supported
Marketing Management
Not Supported
Relationship Tracking
Not Supported
Team Assignments
Supported
Territory Management
Not Supported
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Financial CRM Features
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Lead Management
Supported
Marketing Management
Not Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Supported
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Integrations
Salesforce
Not Supported
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