Digital transformation in investment management - How cloud services and SaaS are accelerating growth.
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financial advisor

Get the latest insights into the world of investment and lending technology with our growing collection of industry articles, white papers and events.

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All insights Article Event White paper
Complete financial management of financial advisors

The objective of the financial advisor site within Bricknode Broker is that it should be used as a complete financial management system for financial advisors...

February 23, 2021
Bricknode, enabling the future of social investing and online advisory

Investing and advisory is changing rapidly! For the first time since the dawn of online investing the financial services are changing from list based sites...

May 26, 2014
Embracing electronic advisory

If you manage or own a financial advisory firm; or if you are running a financial institution with financial advisory as one of your business...

February 28, 2014
Financial advisors are forced to upgrade their business model

At least in the Swedish financial press there is a very hot topic currently being discussed with regards to the kickback-based business models used by...

February 13, 2014
Targeted financial advisory within Bricknode Financial Systems

Within Bricknode Financial Systems (BFS) financial advisors can manage their clients and their business. BFS handles everything from customer communication, order placement, event planning to...

January 22, 2014

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