Assets, entities, documents, family members and professional relationships in one complete picture, including liabilities, legal documents, family goals and life events.
SOC 2 Type 2 compliantWorks alongside eMoney, Redtail and more
Stop Losing Clients to Scattered Advice
Strad Pro turns disconnected tools and endless advisor emails into one coordinated family office experience. Serve mass-affluent clients like a multi-family office, at any wealth level.
Four plans, starting at $250/month.
Trusted by teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
What it does
One platform to run the whole family office
Strad Pro is the coordination layer that sits on top of the tools you already use, so nothing gets ripped out and nothing falls through the cracks.
Household-Level Visibility
Assets, entities, documents, family members and professional relationships in one complete picture, including liabilities, legal documents, family goals and life events.
Multi-Disciplinary Collaboration
Work directly with your client's entire advisory team: financial advisors, CPAs, attorneys and insurance professionals, all in one place.
Task & Workflow Management
Keep your team and outside professionals aligned and accountable with orchestration across the whole household, not just one plan.
Integrated AI
AI parses documents, cleans up data, summarizes complex information and flags anomalies or opportunities you might otherwise miss.
White-Labeled Client Portal
A secure, branded portal where clients get full insight into their family office and the firm they rely on for advice.
Strad Business Office & Rainmaker
Family business management and governance inside the platform, plus one-tap lead capture and professional network building to grow the practice.
The flow
From disconnected tools to a running family office
A simple route from setup to steady output.
Connect your existing stack
Strad Pro integrates with the tools you already use: planning, CRM, aggregation, custodian and reporting platforms. It complements them, never replaces them.
Unify every household
Client data flows into one hub with a 360° view: assets, entities, documents, family members and every professional relationship.
Coordinate the whole advisory team
Assign tasks, run workflows and collaborate with CPAs, attorneys and insurance professionals, with governance and responsibility tracking throughout.
Deliver the client experience
Clients log into a secure, white-labeled portal with full visibility into their family office, cementing your position as their trusted CFO.
Choose a plan
Four plans, sized to your practice
From solo advisors to large enterprises. Full pricing details at strad.com/pricing.
Starter
$250/month
For advisors getting started with the family office experience.
- ✓ Virtual family office platform
- ✓ Unified data hub
- ✓ Client portal
Established
$500/month
For growing practices coordinating multiple professionals.
- ✓ Everything in Starter
- ✓ Task and workflow management
- ✓ Multi-disciplinary collaboration
Large Practice
$1,000/month
For firms managing many client family offices at scale.
- ✓ Everything in Established
- ✓ Firm management tools
- ✓ Team awareness and governance
Enterprise
Custom
Tailored for large organizations with specific needs.
- ✓ Everything in Large Practice
- ✓ Custom pricing
- ✓ Talk to the team about your requirements
Common questions
Questions advisors ask
What is Strad Pro?+
Strad Pro is a modern planning and practice management platform for financial advisors, CPAs, attorneys and insurance professionals. It helps you manage your clients' family offices with a coordinated, high-value experience across every dimension of their wealth.
Does Strad Pro replace my existing tools?+
No. Strad Pro complements the tools you already use. It is the coordination layer that turns disconnected tools into a cohesive family-office experience. Use eMoney to model the plan; use Strad Pro to run the family once the plan exists.
What AI features does Strad Pro offer?+
Built-in AI helps clean up data, parse documents, summarize complex information and flag anomalies or opportunities for your team.
What is the Client Portal?+
Strad Pro's Client Portal gives clients full insight into their family office and the firm they rely on for advice, all under your brand.
How is client data secured?+
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.
Get started
Give every client the family office experience
See how Strad Pro coordinates your tools, your team and your clients' entire wealth picture. Plans start at $250/month.
See how Strad Pro works→