Name: Bricknode Broker
Price: 165 USD
Author: Bricknode

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Continuous Integration

PHP Frameworks

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Payment Facilitation

Visitor Management

Whistleblowing

Enterprise

Accounting

CTRM

Financial Planning and Analysis (FP&A)

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Cloud Storage

Container Security

Data Center Cooling

Data Preparation

Database-as-a-Service (DBaaS)

DevOps

Fraud Detection

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Security Service

Mobile Data Security

Mobile Identity

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Scale-Out Storage

Sensitive Data Discovery

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Unified Communications Monitoring

Value-Added Resellers (VARs)

Virtualization Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Sales Incentive Compensation Management

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Virtualization Security

Security

Apparel

Aviation

Fleet Management

Hospital Management

Mental Health

Online Ordering

eDiscovery

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

ReportsNow

Priority Matrix

Appfluence

eMeetingsOnline

FastPIPE

FastEST, Inc.

Crowdtap

AspenOne Supply Chain Management

Aspen Technology

Azurepath

Azurepath, LLC.

Document Locator

ColumbiaSoft

Screenful

Screenful Oy

Frosmo

Frosmo Ltd

Bricknode Broker is an investment management system designed to meet the needs of businesses in the financial sector. According to the vendor, it enables companies to easily design, launch, and manage digital investment and lending services. Whether you are a startup or an established financial institution, Bricknode Broker offers core investment and lending software, seamless integration with front-end experiences, and flexible APIs to cater to specific business requirements. This platform is utilized by banks, neobanks, fintech companies, investment and asset management firms, as well as lending companies.

## Key Features

**Investment Apps**: According to the vendor, Bricknode Broker provides a range of pre-built investment apps that cover various investment products, including robo-advisors and ESG-focused propositions. These apps aim to deliver exceptional customer experiences and can be seamlessly integrated into the platform.

**Back-Office Operations**: The vendor states that Bricknode Broker offers a comprehensive back-office operations platform for investment management. It aims to automate and streamline every stage of the investment process, from customer onboarding and CRM to portfolio management and compliance.

**Multi-Asset Investing**: According to the vendor, Bricknode Broker empowers businesses to offer multi-asset investment solutions to their customers. It connects to global fund networks and financial exchanges, enabling order execution and custody of various asset classes.

**Regulatory Umbrella Hosting**: The vendor claims that Bricknode Broker provides the option to operate investment services under the regulatory umbrella of an authorized firm. This is said to reduce the regulatory burden and create a compliant environment for offering investment products.

**Operations Outsourcing**: According to the vendor, Bricknode Broker offers the option to outsource daily investment operations to their experts. This allows businesses to focus on delivering value to their customers while entrusting operational tasks to Bricknode's experienced team.

**Flexible APIs**: The vendor states that Bricknode Broker offers flexible APIs that enable businesses to seamlessly integrate the platform with their existing systems and tools. The APIs aim to facilitate smooth connectivity and data exchange between Bricknode Broker and other software solutions.

Basic

Growth

Unlimited

Creatio

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Redtail CRM

Bricknode Broker

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Bricknode

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

Bricknode Broker

Overview

What is Bricknode Broker?