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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 clientsโ€™ 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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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