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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 

Integrations

Salesforce Yes 

Pricing Details

$165 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

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 Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments Yes 
Territory Management No 

Product Features

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

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