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Swedish wealth management firm selects Bricknode to consolidate investment operations
Bricknode, a leading SaaS financial services platform, today announced that a Swedish wealth management firm ("the Client") has selected its Bricknode Broker (https://www.bricknode.com/en/products/bricknode-broker/) solution to manage investment operations. The deal is projected to increase Bricknode's annual recurring revenues by around 7-10% within the next few years.
The Client expects to launch its investment activities under a new brand in Q1 2023, bringing with it an experienced team of financial advisors focusing on wealth management portfolios.
The Client chose Bricknode's digital investment platform to automate and administer its daily operations including accounts, transactions and order management. The system will also connect to and consolidate customer accounts at external investment platforms, enabling the Client to centralise its operations.
The client's co-founder comments: "As we approach the launch of our new brand as a licenced wealth management firm, it's vital that we have the right platform in place to manage our investment operations safely, digitally and efficiently, and that the platform is scalable. Bricknode offers a really smart system with the right tools for our business, and I am looking forward to our team leveraging Bricknode Broker in our operations."
Erik Hagelin, co-CEO at Bricknode, adds: "We are delighted to be working with such an experienced team of financial advisors who understand the value that an effective investment operations system brings. Through process automation and extensive product capabilities, we enable investment management firms to focus on their customers and continue providing innovative service offerings."
Watch a webcast hosted by Bricknode co-CEO Stefan Willebrand for more details on the announcement and an update on Bricknode's sales activities by clicking this link (https://youtu.be/0UW5NDIXXOI).