Run your business efficiently with task management.
Comprehensively and systematically handle client work.
Quickly receive and process important documents.
See all your client's resources and liabilities in one view.
Virtual Family Office access for your clients and advsiors.
White-label marketing tools to grow your business.
Empowering Professional Advisors to Grow Their Businesses Deliver a Family Office for clients of any level of wealth
Financial Advisors • Attorneys • Tax Advisors • Insurance Agents • Other Professionals
Strad Pro is the Future of Advisory Practice Management Delivering a Family Office Experience to Clients of Any Level of Wealth.
The power of a Family Office to every client breaking the barrier of exclusivity. You will see the full picture with clarity and have the tools to act on it.
Your clients deserve the best advice. By elevating your practice with Strad Pro's comprehensive platform, you will increase efficiency and your clients will gain the benefits of a Private Family Office.
Benefits You'll Love
Elevate Your Practice
Overnight with Strad
Give clients a virtual family office experience that separates you from your competition.
Insights
See Your Client's Full Picture in One Place
Save time.
Comprehensive
See and understand the scope of your client's assets, financial resources, liabilities, and legal documents. Stay current with their whole family, their goals, and life events.
Firm Management
Tools That Keep Your Team in the Know
Gain Awareness
Organize & Execute
Strad's Task Management and Workflow Systems will ensure that your team runs efficiently with a thorough handling of all client matters.
Collaboration
Interact With Your Client's Whole Team
FAs, Attorneys, and More
Multi-Disciplinary Advice
Strad solves the disconnect of working with other professionals. By knowing who these professionals are and by having the client's permission to share confidential information with them as needed, you can be well-positioned to address problems or realize opportunities as the client's life evolves.
Client Portal
A Sense of Peace of Mind for Your Clients
Secure & Accessible Client Portal
Someone In Charge
Clients gain peace of mind in knowing that someone on their team knows their full story and can help address problems (or take advantage of opportunities) as their lives move along.
Strad's Client Portal gives them full insight into their family office and the firm on which they rely for advice.
As a Professional Advisor...
You want to elevate your practice and lead your client’s other advisors with seamless coordination and productivity
Streamline Collaboration
Strad transforms you into the central coordinator of your client's financial team. By integrating workflows and task management, it ensures seamless collaboration among advisors, attorneys, and other professionals. This holistic approach enables you to provide comprehensive, proactive services beyond traditional offerings.
Democratize the VFO
Strad brings the benefits of a Virtual Family Office to clients of all wealth levels. By offering a unified platform that consolidates financial information and professional collaboration, it breaks down barriers, making elite advisory services accessible to a broader clientele.
Precision in Financial Delegation
With Strad's task management and workflow systems, you can delegate responsibilities with clarity and confidence. The platform ensures that every aspect of your client's financial life is addressed systematically, enhancing efficiency and accuracy in service delivery.
Empower Your Clients
Strad’s client portal and mobile app provide your clients with transparent access to their information and advisory team. This visibility fosters trust and empowers clients to make informed decisions, knowing they have a coordinated team supporting their financial goals.
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 Security
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.