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STRATA Master

Features

  • What's New (1) Find out what's new in STRATA Master. Read more
  • Accounting STRATA Master can handle a single general trust account simultaneously with individual plan bank accounts. In addition it can manage unlimited investment accounts. Read more
  • Reporting There are over 50 formatted reports available for agents to produce in order to ensure accurate and timely reporting to their clients. Any of these reports can be emailed directly from STRATA Maste... Read more
  • Communication Stay in touch with clients and suppliers through STRATA Master. Read more
  • Record Keeping and Database STRATA Master can handle a single general trust account simultaneously with individual plan bank accounts. In addition it can manage unlimited investment accounts. Read more
  • Managing your business Managing your business has never been easier than with STRATA Master. Read more
  • Helping your clients Deliver the best service to you clients with STRATA Master. Read more
  • Workflow STRATA Master contains workflows and wizards to help streamline your business. Read more
  • Online Access STRATA Master gives you online access to your data. Read more
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