Welcome to the get-started guide of the Advisor module. This guide will get you started as a financial advisor using Bricknode to manage your customers. Bricknode works both as a CRM and a financial planning and trading tool. If you are not already set up with your system please get in touch!
Sign in
Navigate the dashboard
Navigate to a customer
Enter orders on behalf of customers
Monitor transactions and events
Communicate with customers
Manage files
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As with the other modules within Bricknode Financial Systems you first have to log on to the right application to manage your tasks as a financial advisor. Once you are logged on the first screen will be your dashboard where you get an overview of your customers.
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Step 2 - Navigate the dashboard
The financial advisor dashboard is split up into two sections, new, users, and accounts. The default setting shows you the last 5 users and accounts who were registered in BFS who you then can access easily by clicking on the name of the user. By entering keywords into the search boxes. you can search among all the customers who are available to you in BFS.
The items in the search list can be exported to Excel by clicking on the Excel icon at the bottom right corner of every table.
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Step 3 - Navigate the customer
Click on the customer name or the account to navigate to the customer. You will then view the customer overview, where you will find information about the accounts, positions, orders etc.
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Step 4 - Enter orders on behalf of customers
To enter orders on behalf of customers you can manage this by either navigating to a customer and selecting "Buy" in the quick menu OR you can navigate to an instrument and select buy OR select trade order in the action menu on the account.
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This opens the buy-dialogue where you can choose the instrument to buy for the customer.
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In this example, Bricknode B is selected which then populates the order ticket. Click Confirm to create the order which will be handled by the administrators.
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Step 5 - Monitor events/tasks
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