Household-Level Visibility
Complete picture of assets, entities, documents, family members, and professional relationships in one secure location.
Trusted by advisory teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
SOC 2 Type 2Compliance certification
12+Integrations with existing tools
4Plans from $250/month
360°Household visibility
Features
Built for trust, designed for coordination
Every feature reinforces secure, governed collaboration across the entire advisory team.
Governance & Responsibility Tracking
Task management and workflows keep your team and outside professionals aligned, accountable, and audit-ready.
Multi-Disciplinary Collaboration
Coordinate interaction with the client's entire advisory team including FAs, CPAs, attorneys, and insurance professionals.
Compliance-Ready Security
Bank-level encryption, secure centralized storage, version control, compliance-ready archiving, and permissioned views.
Integrated AI
AI streamlines data, parses documents, summarizes complex information, and flags anomalies or opportunities.
White-Labeled Client Portal
Secure, accessible portal giving clients full insight into their family office and the firm they rely on for advice.
Why change
Disconnected tools put client trust at risk
When client data lives in five different systems, compliance gaps and missed opportunities follow.
The old way
- ×Client information scattered across disconnected systems with no unified household view
- ×Endless email chains between CPAs, attorneys, and advisors with no accountability trail
- ×Fragmented manual processes drain advisor hours and create compliance blind spots
- ×Generic client experience with no differentiation from competitors
- ×Inconsistent experiences erode trust and drive advisor turnover
The Strad Pro way
- ✓One secure hub for assets, entities, documents, family members, and professional relationships
- ✓Task management and workflows keep every professional aligned with governance and responsibility tracking
- ✓SOC 2 Type 2 compliance with audit-ready trails and permissioned views embedded into daily workflows
- ✓White-labeled client portal positions your firm as a trusted family CFO
- ✓AI parses documents, summarizes data, and flags anomalies or opportunities automatically
Packages
Plans scaled to your practice
Start with what you need today and grow into the full family office experience.
Starter
$250/month
For solo advisors building their family office offering.
- ✓ Household-level visibility
- ✓ Task management
- ✓ Client portal
- ✓ Core integrations
Established
$500/month
For growing teams coordinating multiple professionals.
- ✓ Everything in Starter
- ✓ Multi-disciplinary collaboration
- ✓ Governance tracking
- ✓ AI document parsing
Large Practice
$1,000/month
For firms managing complex multi-generational households.
- ✓ Everything in Established
- ✓ Advanced workflow systems
- ✓ Full integration suite
- ✓ Priority support
Enterprise
Custom
For large organizations with custom requirements.
- ✓ Everything in Large Practice
- ✓ Custom integrations
- ✓ Dedicated onboarding
- ✓ Tailored compliance setup
Common questions
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 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 streamline data, parse documents, summarize complex data, and flag anomalies or opportunities.
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.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and aggregation. Strad is a virtual family office platform. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
Is Strad Pro secure and compliant?+
Yes. Strad Pro is SOC 2 Type 2 compliant with bank-level encryption, secure centralized storage, version control, compliance-ready archiving, permissioned views, and audit-ready trails embedded into daily workflows.
Next step
See Strad Pro in action
Book a 30-minute call to explore how Strad Pro brings security, governance, and coordination to your family office practice.
Book a call›