Related Products
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About
Clinked is a white-label client portal, virtual data room and collaboration platform built for professional services businesses that need an organised, secure, and branded way to work with clients. Instead of juggling email threads, shared drives, chat apps, and scattered approvals, Clinked brings communication, documents, tasks, approvals, and updates into one structured workspace.
Key Features:
● White-label client portals with custom branding, domains, and mobile apps
● Secure document sharing and management
● Task and project management
● Real-time chat and collaboration
● Granular permissions and user access controls
● Audit trails and activity tracking
● Branded mobile app on iOS and Android
● Workflow integrations Security AES-256 bank-grade encryption
● ISO/IEC 27001:2024 certification
● Two-factor authentication
● GDPR-focused controls
● Detailed audit logs and permission settings
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
SME and enterprises.
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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
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$599/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClinked
Founded: 2008
United Kingdom
www.clinked.com
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Company InformationStrad Pro
United States
strad.com
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Alternatives |
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Categories |
Categories |
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Internal Communications Features
App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat
Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Virtual Data Room Features
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
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Integrations
Desktop.com
Google Drive
Google Workspace
Josys
LinkedIn
Shift
Stackreaction
Wufoo
Zapier
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Integrations
Desktop.com
Google Drive
Google Workspace
Josys
LinkedIn
Shift
Stackreaction
Wufoo
Zapier
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