Household-Level Visibility
Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantBank-Level Encryption
Stop losing clients to disconnected systems
Client data lives in five tabs, three inboxes, and a shared drive. Strad Pro pulls it into one household-level hub so advisors, CPAs, and attorneys work from the same picture.
Starter plans from $250/month
12+Native integrations with planning, CRM, and custodian tools
4Pricing tiers from Starter to Enterprise
$250Per month starting price
SOC 2Type 2 compliance with bank-level encryption
Capabilities
Everything a family office needs in one platform
Strad Pro complements your existing stack - it does not replace it.
Task Orchestration
Workflow management keeps your team and outside professionals aligned, accountable, and on schedule.
Multi-Disciplinary Collaboration
Interact with the client's whole advisory team - FAs, attorneys, CPAs, and insurance professionals - from one record.
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.
Strad Business Office
Embedded business office solution for family business management and governance within the VFO platform.
Rainmaker Lead Generation
One-tap lead capture and professional network building to grow your client base.
Security and Compliance
SOC 2 Type 2 compliance, bank-level encryption, secure centralized storage, version control, compliance-ready archiving, and audit-ready trails.
The shift
Fragmented tools cost you clients
Every disconnected system is a place where context gets lost, tasks slip, and cross-selling opportunities die.
Before Strad Pro
- ×Client information scattered across disconnected systems
- ×No way to see the complete household picture in one view
- ×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 across assets, entities, documents, and family members
- +Task and workflow management keeps your team and outside professionals aligned and accountable
- +Multi-disciplinary collaboration built in - FAs, attorneys, and CPAs work from the same record
- +White-labeled client portal positions your firm as a trusted CFO, not a commodity
- +AI parses documents, summarizes complex data, and flags anomalies or opportunities automatically
The flow
Connect your stack, coordinate your team, serve the family
From first touch to real results, without the guesswork.
Connect your existing tools
Strad Pro integrates with eMoney, Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Pershing, and more. It sits on top as a coordination layer - no rip-and-replace.
Build the 360-degree household view
Pull assets, liabilities, legal documents, family goals, and life events into one unified record. AI parses and summarizes the data for you.
Orchestrate tasks across the advisory team
Assign workflows to FAs, CPAs, attorneys, and insurance professionals. Track governance, responsibility, and deadlines in one place.
Deliver a white-labeled client experience
Clients access a secure portal with full visibility into their family office. Your firm stays front and center as the trusted advisor.
The difference
Strad Pro vs. standalone planning tools
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 help streamline data, parse documents, summarize complex data, and flag anomalies or opportunities for advisors to act on.
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. It is secure, white-labeled, and accessible.
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 on top of your planning tools.
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.
Ready when you are
Ready to run the family, not the chaos?
Book a 30-minute call to see how Strad Pro fits your practice and your existing stack.
Book a call→