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About

Digitize document processing and optimize client management so that you can focus on consulting activities. Effortless accounting, cooperate with your advisor so that you can concentrate on your core business. Accounto drastically simplifies the cooperation between SMEs and trust companies. SMEs upload their receipts to Accounto. The sent documents are automatically classified and assigned. Both SMEs and advisors have access to the documents at any time and can work together intuitively and optimally via our platform, where everything is stored audit-proof. With our innovative software products, we reduce complexity and introduce the fiduciary industry into the digital age. We make existing processes more effective and efficient and simplify cooperation. This makes advisors fit for the future and allows SMEs to focus on their core business. Administration done instantly, with automatic recognition of all documents.

About

Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses and enterprises looking for a solution to simplify the cooperation between SMEs and trust companies

Audience

Advisory teams looking for a tool offering an integrated, family office–level CRM and portal to clients of all wealth strata for enhanced coordination and elevated service delivery

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Accounto
Switzerland
accounto.ch/en/

Company Information

Strad Pro
United States
strad.com

Alternatives

Alternatives

BITA Risk

BITA Risk

corfinancial
d.velop sign

d.velop sign

d.velop AG
MoneyWare

MoneyWare

Miles Software (EbixCash)

Categories

Accounting Supported

Categories

Family Office Supported
Financial CRM Supported
Wealth Management Supported

Integrations

No info available.

Integrations

No info available.
Claim Accounto and update features and information
Claim Accounto and update features and information
Claim Strad Pro and update features and information
Claim Strad Pro and update features and information