Broker Back Office - Management System
Broker Back Office is fast becoming the industry standard software package connecting international investment product providers with Independent Financial Advisors. The software allows you the Independent Financial Advisor to manage your business from any computer that is connected to the internet. You can manage your contact folders and prospect lists, submit business, manage your client files, pay employees, prepare your accounts, and reconcile your bank statements all through Broker Back Office.
Broker Back Office is a very powerful system. It is designed to help you, the broker to manage all your new business requirements. There is no limit to the number of people that can use Broker Back Office in your organisation. If you are a sole trader then take a look at our Single User Package it could be just what you need to maintain all your records. If your organisation consists of a group of people (small or large) who work together then why not take a look at one of our Multi User Packages? The system relies on state of the art internet technology to provide everything online to you and your employees. Broker Back Office can be customized, to reflect your own website design giving all your users the distinct impression that they work for a truly professional organisation.
Broker Back Office is continually developing based on input from its users and we will carry on improving it until all agree that it is the industry standard software product that links product providers with independent financial advisors in the international arena.