Complete picture of assets, entities, documents, family members, and professional relationships in one secure place.
SOC 2 Type 2Compliance certification
15+Integrations with your existing stack
4Disciplines coordinated on one platform
$250/moStarting plan for solo advisors
Trusted by advisory teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Why change
Disconnected tools put client trust at risk
When client data lives across five systems, compliance gaps and missed opportunities follow. Strad Pro closes that gap.
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 time and create compliance blind spots
- ×Generic client experience with no differentiation from competitors
- ×Inconsistent experiences erode trust, retention, and advisor loyalty
The Strad Pro way
- ✓One secure data hub gives you a 360-degree household view across assets, entities, documents, and family members
- ✓Task and workflow management keeps every professional aligned with governance and responsibility tracking built in
- ✓AI parses documents, summarizes complex data, and flags anomalies or opportunities so nothing slips through
- ✓White-labeled client portal delivers a trusted CFO-level experience that differentiates your firm
- ✓SOC 2 Type 2 compliance, bank-level encryption, permissioned views, and audit-ready trails protect every interaction
The flow
From scattered tools to a governed family office
Start fast and see the difference within weeks.
Connect your existing stack
Integrate with eMoney, Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Pershing, Orion, and more. Strad Pro sits on top as a coordination layer - no rip-and-replace.
Unify client data into one secure hub
AI parses and consolidates documents, accounts, and entity data into a 360-degree household view with permissioned access and audit trails.
Coordinate your advisory team
Assign tasks, track responsibilities, and collaborate with CPAs, attorneys, and insurance professionals inside governed workflows.
Deliver a white-labeled client experience
Clients access their family office through your branded portal with full visibility into assets, documents, and the professionals serving them.
Features
Everything a multi-disciplinary advisory team needs
Strad Pro complements your planning, CRM, and custodian tools - it does not replace them. It is the coordination layer that turns disconnected tools into a governed family-office experience.
Household-Level Visibility
Complete picture of assets, entities, documents, family members, and professional relationships in one secure place.
Governance and Workflow Tracking
Task management and workflows keep your team and outside professionals aligned, accountable, and audit-ready.
Multi-Disciplinary Collaboration
Coordinate FAs, CPAs, attorneys, and insurance professionals around each client with shared responsibility tracking.
Secure Document Hub
Centralized storage with encryption, version control, compliance-ready archiving, and permissioned views for every stakeholder.
Integrated AI
AI streamlines data, parses documents, summarizes complex information, and flags anomalies or opportunities for review.
White-Labeled Client Portal
Give clients full insight into their family office and the firm they rely on - under your brand, with your trust.
Strad Business Office
Embedded business office solution for family business management and governance within the VFO platform.
Rainmaker Lead Capture
One-tap lead capture and professional network building to grow your practice without leaving the platform.
Packages
Plans for every practice size
Start with what you need today and scale as your client base grows.
Starter
$250/month
For solo advisors building their family office offering.
- ✓ Household-level visibility
- ✓ Secure document hub
- ✓ Client portal
- ✓ Core integrations
Established
$500/month
For growing teams coordinating multiple professionals.
- ✓ Everything in Starter
- ✓ Multi-disciplinary collaboration
- ✓ Workflow and task management
- ✓ AI document parsing
- ✓ Additional integrations
Large Practice
$1,000/month
For established firms managing complex family offices.
- ✓ Everything in Established
- ✓ Strad Business Office
- ✓ Rainmaker lead capture
- ✓ Advanced governance tracking
- ✓ Priority support
Enterprise
Custom
For large organizations with custom requirements.
- ✓ Everything in Large Practice
- ✓ Custom integrations
- ✓ Dedicated onboarding
- ✓ Tailored compliance workflows
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 for advisor review.
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, all under your white-labeled brand.
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 - coordinating tasks, documents, professionals, and governance across the entire household.
How does Strad Pro handle security and compliance?+
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. Governance is embedded into daily workflows.
Next step
Give your clients a family office experience they can trust
Book a call to see how Strad Pro coordinates your advisory team around a single secure platform.
Book a call›