Portfolio Management

Use Bricknode to do mass management of client portfolios and let your clients design their own automatic savings plans!

You can create model portfolios and then have your clients automatically follow those portfolios from their accounts and get automatic re-balancing and allocation made.

Bricknode fully supports pre-trade management where you will be able to review, and override, all the orders that will be created.

Work with any instrument type including funds, stocks, bonds etc. within your model portfolios.

Use Bricknode as your complete tool for taking care of your wealth management business with client reporting, order handling, fee management and performance tracking!

Full support is available both in our Graphical User Interfaces and our API https://bricknode.atlassian.net/wiki/spaces/API/pages/52527134

Documentation