Household-Level Visibility
Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantBank-Level Encryption
Stop losing clients to coordination chaos
Strad Pro unifies every advisor, document, and workflow into one virtual family office. Your clients see a single accountable team instead of scattered emails and disconnected tools.
Plans start at $250/month
Trusted by teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
The toolkit
Everything a family office needs, in one platform
Strad Pro sits on top of your existing stack as a coordination layer - it connects, not replaces.
Task Orchestration
Workflow management keeps your team and outside professionals aligned and accountable across every client matter.
Multi-Disciplinary Collaboration
Interact with the client's entire advisory team - FAs, attorneys, CPAs, and insurance professionals - in one shared workspace.
White-Labeled Client Portal
Secure, branded portal gives clients full insight into their family office and the firm they rely on for advice.
Integrated AI
AI parses documents, summarizes complex data, and flags anomalies or opportunities so nothing slips through the cracks.
Strad Business Office
Embedded business office solution for family business management and governance within the VFO platform.
Rainmaker Lead Generation
One-tap lead capture and professional network building tool for client engagement and growth.
Security and Compliance
SOC 2 Type 2 compliance, bank-level encryption, secure centralized storage, version control, compliance-ready archiving, and audit-ready trails.
The shift
Fragmented tools kill client trust
Client information lives in five different systems. CPAs and attorneys trade endless emails. No one sees the full household picture.
Before Strad Pro
- ×Client data scattered across disconnected systems
- ×No unified household view across assets, entities, and family members
- ×Coordination chaos between CPAs, attorneys, and advisors
- ×Generic client experience with no differentiation
- ×Fragmented systems and manual processes drain advisor time
With Strad Pro
- ✓Complete household picture: assets, entities, documents, family members, and professional relationships in one place
- ✓Task management and workflows keep every professional aligned and accountable
- ✓White-labeled client portal positions your firm as a trusted CFO
- ✓Multi-disciplinary collaboration across FAs, attorneys, CPAs, and insurance pros
- ✓AI parses documents, summarizes complex data, and flags anomalies or opportunities
Step by step
Connect your stack, coordinate your team
A simple route from setup to steady output.
Connect existing tools
Strad Pro integrates with your planning, CRM, custodian, and reporting tools - eMoney, Redtail, Salesforce, Schwab, Fidelity, Pershing, Orion, and more. Nothing gets replaced.
Unify the household
Pull assets, liabilities, legal documents, family goals, and life events into a single 360-degree household view with permissioned access for each professional.
Coordinate advice and workflows
Assign tasks, track responsibilities, and collaborate across the entire advisory team. AI summarizes documents and flags opportunities in the background.
Deliver a branded client experience
Clients access a white-labeled portal with full visibility into their family office, building trust and positioning your firm as their trusted CFO.
Pricing
Plans for every practice size
Start coordinating your family office operations today.
Starter
$250/month
For solo advisors getting started with family office coordination.
Get started»Established
$500/month
For growing practices managing multiple family offices.
Get started»Large Practice
$1,000/month
For teams with multi-disciplinary collaboration at scale.
Get started»Enterprise
Custom
For large firms with advanced governance and compliance needs.
Book a call»Common questions
Common questions
What is Strad Pro?+
Strad Pro is a modern planning and practice management platform for financial advisors, CPAs, attorneys, and insurance professionals. It helps professional advisors manage their clients' family offices with a powerful Family Office solution that builds long-term success.
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 help 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 on which they rely for advice. It is secure, accessible, and white-labeled.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and account aggregation. Strad is the virtual family office platform that runs the family once the plan exists - orchestrating tasks, documents, governance, and multi-professional collaboration. Use eMoney to model the plan. Use Strad to run the family.
Move forward
Ready to deliver a family office experience?
Book a call and see how Strad Pro coordinates every dimension of your clients' wealth.
Book a call»