Power Broker is a management software from Power Broker Software that provides tools for overseeing financial transactions and client relationships. It includes features for transaction tracking, client account management, and reporting so users can maintain accurate records and ensure compliance. The platform supports integration with various financial systems, enabling efficient data exchange. Additionally, it offers customizable reporting options, allowing users to generate detailed insights based on specific criteria. Key capabilities: transaction tracking client account management customizable reporting integration support compliance monitoring Best for: financial institutions and brokers that need to manage client transactions and maintain regulatory compliance.
Does Power Broker have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
12
PowerBroker Mobile: A mobile app that allows users to manage their properties on the go
including viewing and editing property details
communicating with tenants
and accessing financial reports.
PowerBroker CRM Integration: An add-on that integrates PowerBroker with popular customer relationship management (CRM) systems
allowing users to sync customer data
track interactions
and streamline communication with clients.
PowerBroker Accounting Integration: This add-on connects PowerBroker with leading accounting software solutions
enabling users to seamlessly transfer financial data
generate customized reports
and simplify their accounting processes.
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Email Address
support@beyondtrust.comContact
1-800-234-9070Documentation
https://www.beyondtrust.com/docs/power-brokerCommunity Forums
https://community.beyondtrust.com