Audience

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

About Bricknode Broker

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.

Pricing

Starting Price:
$165 per month

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Bricknode Broker Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

Bricknode Broker Frequently Asked Questions

Q: What kinds of users and organization types does Bricknode Broker work with?
Q: What languages does Bricknode Broker support in their product?
Q: What kind of support options does Bricknode Broker offer?
Q: What type of training does Bricknode Broker provide?
Q: How much does Bricknode Broker cost?

Bricknode Broker Product Features

Financial CRM

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