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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

Nines is a highly acclaimed platform designed for managing households and estates, catering specifically to the needs of discerning families, family offices, property managers, boutique hospitality services, yacht crews, and their dedicated service professionals. This comprehensive system allows users to handle various aspects of property management, personnel, and projects all within a single secure environment. You can systematically organize property details, monitor tasks and team members, and ensure that essential information is readily accessible whenever you need it. By utilizing mobile-friendly checklists, tasks can be assigned to household staff and vendors, while recurring tasks can be automated for efficiency; users can also attach relevant documents, photos, and vendor information to individual tasks and monitor progress as it happens. Additionally, the platform enables you to store and search for your household manual, important documents, preferences, paint colors, light bulb types, and much more in a user-friendly and searchable interface. Nines further empowers staff by providing a digital house manual that incorporates industry-standard templates, layered permissions, and communication features to effectively link employees, residents, vendors, assets, and operational guidelines. Overall, Nines strives to simplify and enhance the management experience for its users.

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

Amazon Web Services (AWS) Yes 
Docker Yes 

Integrations

Amazon Web Services (AWS) No 
Docker No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Nines

Country

United States

Website

ninesliving.com

Vendor Details

Company Name

Strad Pro

Country

United States

Website

strad.com

Product Features

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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