Related Products
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About
CoordinateHQ delivers streamlined project management and universal collaboration through a simple client portal experience. Consolidate tools, drive alignment, and scale with confidence. While you and your team see everything needed to deliver projects successfully from beginning to end, your clients primarily see only the tasks they need to complete, with the option to see the whole plan. Replace the separate internal and external systems that you share with clients. Monitor the status of all your projects and tasks with a single view. Contextualized communication between your team and clients, organized by task along with a general discussion. CoordinateHQ conforms to your process to help you deliver client projects in a repeatable and consistent manner. As your best practices evolve, CoordinateHQ evolves with you to make sure you’re always improving. You can fully brand your Coordinate portal with your logo, colors, and domain name.
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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
Companies in search of a solution to manage, automate and simplify client projects
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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
$65 per 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 InformationCoordinateHQ
United States
www.coordinatehq.com
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Company InformationStrad Pro
United States
strad.com
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Categories |
Categories |
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Integrations
Zapier
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