Securities Brokerage Software
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Securities Brokerage Software

The Broker Resource system is a fully functional CRM for the institutional brokerage industry.
Customer Information
  • Contact information
  • Notes

    Customer Indications
  • Customer holdings
  • Indications of interest
  • News flags

  • Customer Executions
  • Filled order downloads
  • Execution history

    Customer Commissions
  • Commission distributions
  • Commission history by customer, trader, salesman
  • Schedule a preliminary review of your company needs.
    Call or email service representative, Rick Mayne.

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