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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

ELLA serves as an advanced digital platform designed for trusted advisors assisting small business owners with the complexities of exit planning, streamlining the process from initial intake to valuable insights in significantly reduced time frames. Tailored specifically for transitions led by advisors, ELLA introduces a level of structure, transparency, and teamwork to what is frequently a disorganized advisory journey. It consolidates the Fact Finding process within a collaborative space that allows advisors to invite their entire team to contribute by capturing notes, documents, and structured inquiries through customizable templates suited to specific industries or client requirements. The platform's Sensemaking engine converts the gathered information into secure, private, and contextually relevant insights, effectively shortening the journey from raw data to actionable strategies. Advisors are then empowered to produce interconnected Deliverables that effortlessly blend discovery and insights, facilitating the presentation of valuation narratives, growth opportunities, and comprehensive strategic plans. By enhancing the advisory process in this way, ELLA not only improves efficiency but also fosters a deeper understanding of client needs and market dynamics.

Description

Strad Pro is a cloud-based CRM tailored for Family Offices, specifically created for professionals like financial advisors, legal experts, tax consultants, and insurance agents, enabling them to deliver a comprehensive virtual family office experience to clients across all wealth tiers. This platform provides an all-encompassing overview of clients’ assets, debts, and legal documents, along with a centralized task management system, customizable workflows, and a secure document repository. Additionally, it features a collaborative portal where clients and advisors can interact effectively, along with marketing resources that can be branded for both digital and print use. Strad Pro is also certified under SOC 2 Type 2, ensuring top-notch data security and privacy. With Strad Pro, advisory teams are equipped to work together effortlessly, optimize their operations, improve the client experience, and broaden their service offerings by delivering family office-style assistance. This innovative solution transforms the way advisory professionals manage their client relationships and enhances overall service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ELLA

Country

United States

Website

exitwithella.io

Vendor Details

Company Name

Strad Pro

Country

United States

Website

strad.com

Product Features

Strategic Planning

Budgeting & Forecasting No 
Dashboard No 
Goal Setting / Tracking No 
Idea Management No 
KPIs No 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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