Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Procare Reviews & Ratings
    3,516 Ratings
    Company Website
  • Securden Unified PAM Reviews & Ratings
    12 Ratings
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • Filevine Reviews & Ratings
    574 Ratings
    Company Website
  • Google Chrome Enterprise Reviews & Ratings
    2,061 Ratings
    Company Website
  • CHARMS Reviews & Ratings
    24 Ratings
    Company Website
  • 1Password Reviews & Ratings
    16,573 Ratings
    Company Website
  • Uniqkey Reviews & Ratings
    181 Ratings
    Company Website
  • Proton Pass Reviews & Ratings
    31,996 Ratings
    Company Website
  • Passwork Reviews & Ratings
    86 Ratings
    Company Website

What is Trustworthy?

A straightforward way to protect, arrange, and enhance the management of your most essential information is now at your fingertips. You can find everything needed to keep your family organized and prepared in a single, convenient place. Important documents, such as family identification and vaccination records, can be kept readily available. You can efficiently manage and share family passwords, compile a thorough inventory of valuable possessions for insurance needs, and meticulously document your financial accounts and investments. Automated reminders can help ensure that all information stays up to date, while you can securely store legal and estate documents and invite family members and trusted advisors to collaborate. Many families face the challenge of having vital legal, financial, and medical documents scattered across various filing systems and digital platforms due to geographic dispersion. Additionally, as digital information continues to grow, it often becomes fragmented across multiple locations, complicating management. This is where Trustworthy comes into play, designed to assist with everything from simple tasks like passport renewals to more significant endeavors such as estate planning, ensuring that you and your family are prepared for any scenario. In a world that is becoming increasingly complicated, having all your crucial information consolidated in one location not only enhances organization but also brings a sense of security and tranquility. By utilizing such a comprehensive tool, families can help minimize stress and focus on what truly matters: each other.

What is Strad Pro?

Strad Pro is a cloud-based CRM designed specifically for Family Offices, catering to professionals such as financial advisors, legal specialists, tax advisors, and insurance brokers, allowing them to provide a fully integrated virtual family office experience for clients at any wealth level. This platform offers a detailed view of clients’ assets, liabilities, and legal documents, complemented by a unified task management system, customizable workflows, and a secure storage for important documents. It also includes a collaborative portal that facilitates seamless communication between clients and advisors, along with marketing tools that can be customized for both online and print purposes. Furthermore, Strad Pro holds certification under SOC 2 Type 2, guaranteeing exceptional data security and confidentiality for its users. By utilizing Strad Pro, advisory teams can collaborate more efficiently, enhance their operational effectiveness, elevate the client experience, and expand their range of services by providing family office-style support. This advanced solution not only redefines how advisory professionals handle client relationships but also significantly improves the quality of service provided across the board, making it an essential tool for those in the industry. Thus, Strad Pro stands out as a transformative resource for wealth management professionals striving for excellence in client engagement and service delivery.

Media

Media

Integrations Supported

Better Business Bureau (BBB)
Norton 360
TrustedSite

Integrations Supported

Better Business Bureau (BBB)
Norton 360
TrustedSite

API Availability

Has API

API Availability

Has API

Pricing Information

$120 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Trustworthy

Company Location

United States

Company Website

www.trustworthy.com

Company Facts

Organization Name

Strad Pro

Company Location

United States

Company Website

strad.com

Categories and Features

Password Management

Credential Management
Multifactor Authentication
Password Generator
Password Reset
Password Synchronization
Single Sign On
User Management

Categories and Features

Financial CRM

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

Popular Alternatives

Popular Alternatives

BITA Risk Reviews & Ratings

BITA Risk

corfinancial