Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Crexi Reviews & Ratings
    3,130 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    188 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    23,936 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    129 Ratings
    Company Website
  •  monday sales CRM Reviews & Ratings
    1,500 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    8,428 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    186 Ratings
    Company Website

What is BrightOffice Broker CRM?

BrightOffice is dedicated to supporting both emerging and seasoned brokers as well as lending enterprises with a variety of our software solutions. Our products serve a diverse array of industries, including commercial lending and brokerage, in addition to consumer lending and retail brokerage. Through our Cloud CRM platforms, users can seamlessly launch new offerings such as asset finance, short-term loans, bridging loans, and invoice factoring, facilitating entry into new markets. The fully customizable loan processing workflows enable efficient management of tasks ranging from fact-finding and credit assessments to application processing and invoicing, all within your personalized Broker-Lender Cloud CRM. Recognizing the importance of cash flow for your business operations, BrightOffice has developed software that diligently monitors all financial transactions related to individual lending cases. Additionally, all your information is securely held and routinely backed up on our UK-based servers, providing reassurance for your business continuity. Our unwavering focus on delivering customized solutions ensures that we evolve alongside the financial sector, empowering you to succeed in a highly competitive environment. As your business grows, our tools will adapt to meet the unique challenges you face, enhancing your operational efficiency.

What is ANALEC?

ANALEC firmly believes that harnessing technology and software can play a pivotal role in tackling the persistent structural issues faced by full-service broker-dealers, allowing them to reshape their business models for sustainable success. Our innovative solutions aim to improve the efficiency and productivity of broker-dealers while enhancing their capabilities for generating revenue. Over the last decade, institutional stock-broking has faced significant hurdles, including intense competition, heightened regulatory scrutiny, dwindling commission revenues, and the movement towards unbundling broker compensation, all of which have created financial pressures within the industry. Furthermore, there is a growing disparity between clients' perceptions of value and brokers' expectations regarding compensation. As a result, the conventional approach to investment research as a bundled offering has struggled to retain its attractiveness, necessitating a reassessment of how these services are provided and compensated. It is essential for broker-dealers to navigate these challenges effectively, as finding solutions will be key to thriving in an ever-changing market landscape. Embracing technological advancements will empower them to not only survive but also flourish amidst these transformations.

Media

Media

Integrations Supported

HTML

Integrations Supported

HTML

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BrightOffice Cloud CRM

Date Founded

2009

Company Location

United Kingdom

Company Website

www.brightoffice.co.uk/crm/broker

Company Facts

Organization Name

ANALEC

Date Founded

2003

Company Location

United States

Company Website

analec.com/solutions/investment-research-organization.html

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Popular Alternatives

BrokerIQ Reviews & Ratings

BrokerIQ

TradeCore

Popular Alternatives

Tamale RMS Reviews & Ratings

Tamale RMS

SS&C Advent
Realty Broker Office Reviews & Ratings

Realty Broker Office

Technology Mix
FactSet Reviews & Ratings

FactSet

FactSet Research Systems