Broker Information Services

Broker Information Services, an Irish software company, provides integrated research facilities, CRM solutions, and document storage to financial planning firms across Ireland, with headquarters in Dublin.

Here are key aspects of the company:

• Products & Services: The firm supplies a platform for researching products, managing workflows, storing client information, and generating branded reports using automated data feeds.
• Industries: Their solutions are specifically tailored to the financial broker market and financial planning firms throughout the country.
• Customers: Clinch Wealth Management has been a client since 2017, utilizing the platform for CRM enhancements and custom reporting development.

Broker Information Services distinguishes itself through its user-friendly interface, dedicated 9-to-5 support team, and commitment to streamlining business processes for brokers seeking growth and efficiency.