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Business Builder

Welcome to Brokers Financial’s proprietary business management hub. Log on to get instant access to the market news, business data and personalized insights you need to run your day, your way. 

WHAT YOU GET WITH BUSINESS BUILDER

Business Builder is on the road to becoming your portal to all of the tools, services and information you need to run your business seamlessly. You can look forward to one-click access to custodial accounts at Pershing, TD Ameritrade and Schwab, plus custodial account alerts right on the dashboard. We’re also working toward full integration with Docupace to submit new business and receive NIGO alerts, and integrated AdMaster for speedy marketing material reviews. Once fully realized, users will have access to 12 separate tools and services, a library of marketing and educational material, updated forms and consumer marketing document ready to download, compliance reports and notifications, and more.

To start using Business Builder, download the account activation guide, then follow the instructions there.

NEW COVID-19 RESOURCES AVAILABLE

In response to the COVID-19 pandemic, we’ve created several resources that you can download and use with your clients today. They’re all located on our new COVID-19 Sales Insights page.