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Broker Back Office (BBO) is cloud based software that allows you, the Independent Financial Advisor, to manage your business from any computer or device that is connected to the internet.

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Client

Broker Back Office

Key Features

Customer Relationship Management (CRM), Financial Software

Skills

PHP, MySQL, HTML5

BROKER BACK OFFICE

BBO is industry standard software package that provides international Independent Financial Advisors with all the help they need to run their businesses Our team at ThumbSol built this product from ground up which is always challenging as it involves brainstorming, wire framing, user journey creation and other technical aspects of the project. The end product allows brokers to add locked or potential clients along with details about their respective portfolio along with ability to manage it. Portal also allows brokers to generate several reports related to performance, commissions and clients. Being a total custom solution required system to be built using Custom PHP while a smaller version mobile application has been made for it as well.

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