Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantBank-Level Encryption
Give every client a family office experience
Strad Pro unifies your planning, CRM, and custodian tools so advisors, CPAs, and attorneys coordinate advice without scattered data or endless email threads.
Starter plans from $250/month
The case for change
Disconnected tools cost you clients
Client information scattered across systems, no unified household view, and coordination chaos between professionals. Strad Pro fixes all three.
The old way
- ×Client data spread across disconnected systems with no single source of truth
- ×No way to see the complete household picture across assets, entities, and family members
- ×Endless email chains between CPAs, attorneys, and advisors to coordinate advice
- ×Generic client experience with no differentiation from competitors
- ×Fragmented manual processes drain advisor productivity
With Strad Pro
- +Unified data hub pulls everything into one 360-degree household view
- +Task and workflow management keeps your team and outside professionals aligned and accountable
- +Multi-disciplinary collaboration built in - FAs, CPAs, attorneys, and insurance pros work from the same platform
- +White-labeled client portal positions your firm as a trusted family CFO
- +AI parses documents, summarizes complex data, and flags anomalies or opportunities automatically
Inside the product
One platform for the whole family office
Strad Pro complements your existing stack - it does not replace it.
Household-Level Visibility
Complete picture of assets, entities, documents, family members, and professional relationships in one place.
Multi-Disciplinary Collaboration
Interact with the client's entire advisory team - FAs, attorneys, CPAs, and insurance professionals - from a single platform.
Task & Workflow Management
Keep your team and outside professionals aligned and accountable with built-in task orchestration and governance tracking.
Integrated AI
AI streamlines data entry, parses documents, summarizes complex information, and flags anomalies or opportunities for you.
White-Labeled Client Portal
Secure, accessible portal giving clients full insight into their family office and the firm they rely on for advice.
Strad Business Office
Embedded business management and governance tools for family business operations within the VFO platform.
Trusted by advisory teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Getting started
From disconnected tools to a coordinated family office
A clear path from first step to measurable outcome.
Connect your existing stack
Strad Pro integrates with eMoney, Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Pershing, Orion, and more - complementing what you already use.
Unify client data into one view
Strad pulls disparate data into a 360-degree household view covering assets, liabilities, legal documents, family goals, and life events.
Coordinate the whole advisory team
Assign tasks, track workflows, and collaborate with CPAs, attorneys, and insurance professionals without leaving the platform.
Deliver a white-labeled client experience
Clients access their complete family office through a secure, branded portal that reinforces your firm's value every time they log in.
Choose a plan
Plans for every practice size
Start coordinating your family offices today.
Starter
$250/month
For advisors getting started with family-office coordination.
- + Unified data hub
- + Household-level visibility
- + Client portal access
Established
$500/month
For growing practices serving multiple households.
- + Everything in Starter
- + Task and workflow management
- + Multi-disciplinary collaboration
- + Integrated AI features
Large Practice
$1,000/month
For firms managing complex multi-family operations.
- + Everything in Established
- + Strad Business Office
- + Advanced governance and permissions
- + Priority support
Enterprise
Custom
For large organizations with custom requirements.
- + Everything in Large Practice
- + Custom integrations
- + Dedicated account management
- + Tailored onboarding
Good to know
Common questions about Strad Pro
What is Strad Pro?+
Strad Pro is a modern planning and practice management platform for financial advisors, CPAs, attorneys, and insurance professionals. It helps advisors manage their clients' family offices with coordinated, high-value advice across every dimension of wealth.
How does Strad work with existing tools?+
Strad complements your existing tools - it does not replace them. It is the coordination layer that turns disconnected tools into a cohesive family-office experience.
What AI features does Strad offer?+
Strad uses AI to streamline data, parse documents, summarize complex data, and flag anomalies or opportunities for advisors.
What is the Client Portal?+
Strad's Client Portal gives clients full insight into their family office and the firm they rely on for advice. It is secure, white-labeled, and accessible.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and account aggregation. Strad is the virtual family office platform that orchestrates household tasks, enables multi-professional collaboration, tracks governance, and serves as a family-wide document and workflow hub. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
Take the next step
Ready to deliver a family office experience to every client?
Book a call with our team to see how Strad Pro fits your practice.
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