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 file management and monitoring of fees.

Click here to read the get started guide for the Advisor module within BFS which looks at the following 6 steps.

  1. Sign in
  2. Navigate the dashboard
  3. Enter orders on behalf of customers
  4. Monitor transactions and events
  5. Communicate with customers
  6. Manage files