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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
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