Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantWorks with eMoney, Redtail, Schwab
Your virtual family office, ready fast
Strad Pro connects your existing planning, CRM, and custodian tools into one coordinated hub. Advisors, CPAs, and attorneys deliver family-office service without rebuilding their stack.
Live in days, not months
Why now
Stop juggling disconnected tools
Your clients expect coordinated advice. Your tools shouldn't make it harder.
The old way
- ×Client data scattered across disconnected systems
- ×No unified household view across assets, entities, and family members
- ×Endless email chains between CPAs, attorneys, and advisors
- ×Generic client experience with no differentiation from competitors
- ×Fragmented systems and manual processes drain advisor time
With Strad Pro
- ✓One unified data hub with a 360-degree household view
- ✓Task and workflow management keeps every professional aligned and accountable
- ✓White-labeled client portal builds trust and CFO positioning
- ✓AI parses documents, summarizes data, and flags opportunities
- ✓Connects to your existing tools - no rip-and-replace required
Capabilities
Everything coordinated in one platform
360° Household View
Complete picture of assets, entities, documents, family members, and professional relationships in one place.
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 whole advisory team - FAs, attorneys, CPAs, and insurance professionals in one workspace.
Integrated AI
AI organizes data, parses documents, summarizes complex information, and flags anomalies or opportunities automatically.
White-Labeled Client Portal
Secure, branded portal gives clients full insight into their family office and the firm they rely on for advice.
Unified Data Hub
Connect disparate tools into one cohesive family-office experience without replacing what already works.
Trusted by teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Your path
Up and running in three steps
A clear path from first step to measurable outcome.
Connect your tools
Link your existing planning, CRM, and custodian platforms. Strad Pro sits on top as a coordination layer - no migration required.
Build the household
Pull in client assets, entities, documents, and relationships into a single 360° view accessible to the whole advisory team.
Coordinate and deliver
Assign tasks, collaborate across professionals, and give clients a white-labeled portal with full visibility into their family office.
16Integrations with tools you already use
$250Per month to get started
SOC 2Type 2 certified and audit-ready
Choose a plan
Plans for every practice size
Start coordinating your family office today.
Starter
$250/month
For solo advisors getting started with family-office coordination.
Book a call»Established
$500/month
For growing practices coordinating multiple households.
Book a call»Large Practice
$1,000/month
For established teams managing complex family offices at scale.
Book a call»Enterprise
Custom
For large organizations with custom requirements.
Book a call»Good to know
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 you manage 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.
What AI features does Strad offer?+
Strad uses AI to organize data, parse documents, summarize complex information, 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 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 the virtual family office platform that coordinates the household once the plan exists. Use eMoney to model the plan. Use Strad to run the family.
Ready when you are
Ready to coordinate your family office?
Book a call and see how fast your team can adopt Strad Pro.
Book a call»