Strad Pro. Empowering Advisors. Provide Your Clients of any level of wealth a Virtual Family Office.
Welcome to Strad Pro, the ultimate platform for transforming your clients' financial affairs with a Virtual Family Office. Integrated workflows will deliver seamless coordination across your clients' entire advisory team. Elevate your practice to deliver elite family office services to all clients.
Benefits You'll Love
Elevate Your Practice
Overnight with Strad
Give clients a virtual family office experience that separates you from your competition.
As a Professional Advisor...
You want to elevate your practice and lead your client’s other advisors with seamless coordination and productivity
Streamline Collaboration
Your goal is to be the trusted quarterback of your client's financial team. Strad empowers you to elevate your practice by streamlining coordination among experts, so you're not just offering traditional services.
Democratize the VFO
Your goal is to be the trusted quarterback of your client's financial team. Strad empowers you to elevate your practice by streamlining coordination among experts, so you're not just offering traditional services.
Precision in Financial Delegation
Your goal is to be the trusted quarterback of your client's financial team. Strad empowers you to elevate your practice by streamlining coordination among experts, so you're not just offering traditional services.
Empower Your Clients
Your goal is to be the trusted quarterback of your client's financial team. Strad empowers you to elevate your practice by streamlining coordination among experts, so you're not just offering traditional services.
Introducing Strad Pro
An Immediate Family Office for Your Clients
Strad Pro empowers you to become the conductor, instantly transforming your practice into a Virtual Family Office (VFO). Gain full visibility into each of your client's entire financial and family life – from assets and liabilities to investments and estate planning, all in one place.
- Become the Market Leader.
- Providing your clients with Virtual Family Offices will place your practice at the pinnacle of advisory firms known for the quality of service.
- Gain Perspective.
- Understand the Whole Story: Know each of your client's full family, the other professionals with whom they work, and their resources, liabilities and legal documents.
- Task Management.
- Strad's Task Management system enables you to be thorough, meet deadlines, and delegate effectively.
- Coordinate with Others.
- Sound advice is best delivered when professionals work together on behalf of the client.
- Prospect Marketing
- We want you to GROW. Each Strad subscription provides you with the ability to set up 1,000 prospect family offices.
- Client Portal
- Provide your clients with a single on-line access point to see their family office and professional team-with your as their CFO.
Security
SOC 2 Type 2 Certified for Securtity
Dow Software and Strad Pro are SOC 2 Type 2 security audited, ensuring top-tier data security, privacy, and operational reliability. This certification gives trusted financial professionals confidence that their data is managed with integrity and meets industry regulations.