Household-Level Visibility
Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantWorks with eMoney, Redtail & more
Stop losing clients to coordination chaos
Strad Pro pulls scattered client data, documents, and tasks into one family office hub. Advisors, CPAs, and attorneys stay aligned. Clients see the full picture.
Plans start at $250/month
4Plans from Starter to Enterprise
$250Starting price per month
15+Integrations with your existing stack
SOC 2Type 2 compliance and bank-level encryption
Trusted by teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
What it does
Everything a family office needs in one platform
Strad Pro complements your planning and CRM tools - it does not replace them.
Task & Workflow Management
Keep your team and outside professionals aligned and accountable with built-in workflows and governance tracking.
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
Give clients full insight into their family office and the firm they rely on for advice, under your brand.
Integrated AI
AI parses documents, summarizes complex data, and flags anomalies or opportunities so you act faster.
Strad Business Office
Embedded family business management and governance tools inside the virtual family office platform.
Rainmaker Lead Generation
One-tap lead capture and professional network building to grow your client base.
Security & Compliance
SOC 2 Type 2 compliance, bank-level encryption, secure centralized storage, version control, and audit-ready trails.
The flow
From scattered tools to a coordinated family office
A simple route from setup to steady output.
Connect your existing tools
Strad Pro integrates with eMoney, Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Pershing, and more. It sits on top of your stack as a coordination layer.
Unify client data into one hub
AI parses documents and aggregates data into a 360-degree household view covering assets, entities, liabilities, and family relationships.
Coordinate the whole advisory team
Assign tasks, track workflows, and collaborate with CPAs, attorneys, and insurance professionals in one shared workspace with governance and responsibility tracking.
Deliver a branded client experience
Clients access a white-labeled portal with full visibility into their family office, building trust and retention.
The difference
Strad Pro vs. traditional planning tools
Strad ProPlanning tools alone
Financial planning engine×✓
Account aggregation×✓
Household task orchestration✓×
Multi-professional collaboration✓×
Governance & responsibility tracking✓×
Family-wide document & workflow hub✓×
White-labeled client portal✓×
AI document parsing & anomaly flagging✓×
Choose a plan
Plans for every practice size
Start with what you need today. Scale as your client base grows.
Starter
$250/month
For advisors getting started with family office coordination.
- ✓ Unified data hub
- ✓ Household-level visibility
- ✓ Client portal
- ✓ Core integrations
Established
$500/month
For growing practices managing multiple family offices.
- ✓ Everything in Starter
- ✓ Task & workflow management
- ✓ Multi-disciplinary collaboration
- ✓ AI document parsing
Large Practice
$1,000/month
For firms coordinating complex multi-family operations.
- ✓ Everything in Established
- ✓ Strad Business Office
- ✓ Rainmaker lead generation
- ✓ Advanced governance tracking
Enterprise
Custom
For large organizations with custom requirements.
- ✓ Everything in Large Practice
- ✓ Custom integrations
- ✓ Dedicated support
- ✓ Tailored onboarding
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 advisors manage their clients' family offices with coordinated, high-value advice across every dimension of their financial lives.
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. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
What AI features does Strad offer?+
Strad uses AI to parse documents, summarize complex data, and flag anomalies or opportunities so your team can act on them faster.
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 white-labeled to reinforce your brand.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and account aggregation. Strad is a virtual family office platform that adds household task orchestration, multi-professional collaboration, governance tracking, and a family-wide document and workflow hub.
Get started
Ready to run the family office?
Book a call and see how Strad Pro fits on top of your existing tools.
Book a call→