Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
BSCW Social provides a seamless coordination platform for all team activities, consolidating your projects in a single accessible space. Say goodbye to excessive emails, cumbersome planning spreadsheets, and scattered whiteboards by utilizing a streamlined collaborative environment for your entire team. For over two decades, BSCW has served various industries, including research institutions, startups, and large corporations, and has been effective in settings ranging from corporate administration to emergency management. What features does BSCW Social bring to the table? It includes a modern web application that is optimized for both desktop and mobile usage, allowing for real-time communication through messaging and document sharing. Users can easily initiate and participate in audio and video conferences, while also having the ability to collaboratively edit documents in Microsoft Office or Collabora Office. Project management becomes more efficient with advanced task administration, which incorporates time planning and a ticketing system. The platform also boasts a quick search functionality to help users find frequently accessed content and includes shared map services to display addresses and locations effectively. With these features, BSCW Social enhances team collaboration and project success.
Description
Strad Pro is a cloud-based CRM tailored for Family Offices, specifically created for professionals like financial advisors, legal experts, tax consultants, and insurance agents, enabling them to deliver a comprehensive virtual family office experience to clients across all wealth tiers. This platform provides an all-encompassing overview of clients’ assets, debts, and legal documents, along with a centralized task management system, customizable workflows, and a secure document repository. Additionally, it features a collaborative portal where clients and advisors can interact effectively, along with marketing resources that can be branded for both digital and print use. Strad Pro is also certified under SOC 2 Type 2, ensuring top-notch data security and privacy. With Strad Pro, advisory teams are equipped to work together effortlessly, optimize their operations, improve the client experience, and broaden their service offerings by delivering family office-style assistance. This innovative solution transforms the way advisory professionals manage their client relationships and enhances overall service delivery.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
OrbiTeam Software
Founded
1998
Country
Germany
Website
www.bscw.de
Vendor Details
Company Name
Strad Pro
Country
United States
Website
strad.com
Product Features
Collaboration
Brainstorming
Yes
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Project Management
Yes
Real Time Editing
Yes
Task Management
Yes
Version Control
Yes
Video Conferencing
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No