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

  • Nexo Reviews & Ratings
    18,780 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    8,791 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • eMaint CMMS Reviews & Ratings
    920 Ratings
    Company Website
  • QUODD Reviews & Ratings
    1 Rating
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Rent Manager Reviews & Ratings
    1,057 Ratings
    Company Website
  • Seertech Reviews & Ratings
    15 Ratings
    Company Website

What is WealthArc?

WealthArc utilizes a powerful API engine designed to enhance the automation, integration, and synchronization of wealth data, which significantly reduces the time necessary for reporting, compliance, and other administrative tasks. Recognized for its excellence, this user-friendly platform enables wealth managers to fulfill client needs with remarkable efficiency and high-quality information. In the current environment, asset managers are increasingly aware of their clients' rising expectations for security, accessibility, and innovative digital solutions. Our state-of-the-art platform supports asset managers in their everyday activities by offering reliable portfolio management, governance, KYC, CRM, and reporting modules, along with various other functionalities. Additionally, WealthArc's advanced features enable Single and Multi Family Offices to dedicate more effort to cultivating trust-based relationships with their clients, which ultimately boosts client satisfaction and loyalty. By streamlining these critical functions, WealthArc not only enhances operational efficiency but also allows professionals to concentrate on providing personalized services and fostering deeper connections with their clientele. This transformative approach positions them to thrive in a competitive marketplace where client expectations are ever-evolving.

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

Apiax

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

WealthArc

Company Website

www.wealtharc.com

Company Facts

Organization Name

Strad Pro

Company Location

United States

Company Website

strad.com

Categories and Features

Family Office

Not specified

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Financial CRM

Not specified

Wealth Management

Not specified

Popular Alternatives

FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group

Popular Alternatives

BITA Risk Reviews & Ratings

BITA Risk

corfinancial
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
Assetmax Reviews & Ratings

Assetmax

Fimax AMS
enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)