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Description
Create your own digital banking entity by leveraging our foundational platform. Utilize Bricknode Core alongside its API to establish your unique financial venture. Bricknode has crafted a robust, entirely cloud-based infrastructure that serves as the essential framework for financial operations. Our goal is to assist both established financial firms and emerging startups in their journey to digitize their offerings, allowing them to concentrate on delivering value to their clients without the need to worry about the underlying technology. The entire system operates seamlessly in the cloud, and you can enhance the features of Bricknode Broker by activating various applications and modules available in our Marketplace. At the heart of Bricknode Core lies the back office module, which serves as the primary interface. This module allows you to oversee customer accounts, manage financial instruments, track transactions, and handle positions and orders, while also enabling a variety of specialized add-ons to streamline your back-office processes. By utilizing this comprehensive platform, businesses can innovate and adapt in the fast-evolving financial landscape.
Description
SeedRM stands out as the most user-friendly and practical CRM solution designed specifically for Institutional Investors to adeptly oversee their connections with various Investment Managers. With internet connectivity, users can conveniently access SeedRM from virtually any location around the globe! The platform takes advantage of deep expertise in Investment Manager Due Diligence Advisory, reinforced by a team with extensive backgrounds in Financial Markets. Utilizing the robust and widely recognized Salesforce.com cloud platform, an unlimited number of licensed users can seamlessly access and share vital Investment Manager details, reports, and supporting documents. Whether you are at your office workstation or using a compatible mobile device, SeedRM offers a streamlined interface that allows users to effectively nurture relationships without interfering with their daily responsibilities. Moreover, this powerful tool enhances collaboration among team members, making it easier than ever to stay organized and informed.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
$165 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bricknode
Country
Sweden
Website
www.bricknode.com/products/bricknode-broker/
Vendor Details
Company Name
Lenox Park Solutions
Founded
2009
Country
United States
Website
www.lenoxparkllc.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management