+
+

Related Products

  • FundCount
    13 Ratings
    Visit Website
  • Sage Intacct
    7,363 Ratings
    Visit Website
  • monday sales CRM
    1,520 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • HubSpot CRM
    24,151 Ratings
    Visit Website
  • InfoFlo
    188 Ratings
    Visit Website
  • Shape Software
    130 Ratings
    Visit Website
  • Pipedrive
    8,642 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Resco Mobile App Development Toolkit
    Visit Website

About

Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.

About

audius:Finance combines the general advantages of Microsoft Dynamics 365 with the industry-specific requirements of diverse financial service providers in one single solution. Asset managers, developers, and distributors of investment products, insurers, and real estate agents can use add-on modules to tailor their CRM system to their individual business models. Make recurring tasks for customer meetings, legal clarification, or damage/loss reporting even more efficient. We continuously develop our industry-specific software solutions, always under observance of the latest operational and legal requirements. We offer the perfect add-on for every task to ensure that your system remains flexible, scalable and up to date. You only use and pay for what you actually need. audius:Finance is our solution to support the industry-specific business processes of financial service providers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Advisory teams looking for a tool offering an integrated, family office–level CRM and portal to clients of all wealth strata for enhanced coordination and elevated service delivery

Audience

Financial service providers seeking a solution to improve their business processes and financial operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Strad Pro
United States
strad.com

Company Information

audius
Germany
www.audius.de/en/software/industry-solutions/audius-finance

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
Redtail CRM

Redtail CRM

Redtail Technology
BITA Risk

BITA Risk

corfinancial
enVisual360

enVisual360

enSynergy Professional Services
Innoveo Skye

Innoveo Skye

Innoveo

Categories

Categories

Integrations

Microsoft Dynamics 365

Integrations

Microsoft Dynamics 365
Claim Strad Pro and update features and information
Claim Strad Pro and update features and information
Claim audius:Finance and update features and information
Claim audius:Finance and update features and information