Unlocking the Power of Advisor Relationships with Strad Pro Family Office
Strad Pro helps family offices strengthen advisor relationships, streamline deal flow, and manage portfolios in one secure platform. With automation,...
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Wealth Management Platform
Deliver a Family Office Experience to Clients at Any Wealth Level
Strad is a modern wealth management platform for RIAs and advisory firms.
Serve mass-affluent and complex households with a more connected, family office–style experience across advisors, CPAs, attorneys, and insurance partners.
SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
Connected Technology
Integrations That Keep
Your Firm Running
Interactive Brokers
Plaid
Redtail
Schwab
Pershing
Altruist
Coming Soon
Wealthbox
Coming Soon
Why Strad for Modern Wealth Management
Family-office-style service, without the family office overhead
Strad is a wealth management platform that ends the swivel-chair problem — no more bouncing between portfolio, planning, and CRM tools. Coordinate the client relationship in one place, with family-office-style service, alongside your existing CRM.
Built to reduce swivel-chair work
One coordinated view of the client relationship instead of switching between disconnected systems.
Works alongside your existing CRM
An additive platform, not a rip-and-replace tool — it sits alongside the systems you already trust.
Secure, SOC 2-compliant collaboration
Document collaboration across advisors, CPAs, and attorneys — built on a secure, compliant foundation.
Who is Strad Built For
RIAs & Financial Advisors
Enterprise Wealth Management Firms
CPAs & Tax Advisors
Estate Planning Attorneys
Insurance Professionals
Family Business Offices
A More Scalable Family Office Experience
Traditional Family Office vs. Wealth Management with Strad
| Dimension | Traditional Family Office | Wealth Management with Strad |
|---|---|---|
| Staffing Model | Dedicated in-house staff | Your existing advisor network |
| Coordination | Fragmented handoffs | One coordinated platform |
| Operations | High operational complexity | Scalable family-office-style delivery |
| Client Fit | Built for a narrow ultra-wealthy segment | Built for firms serving mass-affluent and complex households |
A wealth management platform, family office–style.
Give clients coordinated, family office–level service across advisors, CPAs, and attorneys — without building one yourself.
Benefits You'll Love
Elevate Your Practice
Overnight with Strad
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.
Integrated AI
Features Supported by the Power of AI
In-Depth Knowledge
Powerful AI Integration
Strad leverages the power of AI to help streamline data, parse documents, summarize complex data, and flag anomalies or opportunities.
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.
Who Uses Strad’s Wealth Management Platform
The Wealth Management Platform Every Advisor, CPA, and Attorney Can Plug Into
RIAs & Breakaway Advisors
The wealth management platform that lets independent advisors compete like they’ve already got a family office team behind them.
Explore Strad for AdvisorsEnterprise Wealth Management Firms
Enterprise wealth management infrastructure with a family-office-caliber client experience built in, at scale.
Explore Enterprise SolutionsCPAs & Tax Advisors
Turn seasonal tax relationships into year-round wealth management collaboration.
Explore Strad for Tax AdvisorsEstate Planning Attorneys
The wealth management coordination layer estate attorneys can plug into for cleaner multi-advisor collaboration.
Explore Strad for AttorneysInsurance Professionals
Collaborate more effectively with advisors, CPAs, and attorneys around the full client picture.
Explore Strad for InsuranceFamily Business Offices
Wealth management that doesn’t stop at the balance sheet—built for owners whose business and personal wealth are tangled together.
Explore Business Office SolutionsStrad brings structure, organization, and clarity to families who may not be ultra-rich, but whose lives are undeniably complex.
Before Strad
Scattered Data
Client information spread across disconnected systems
No Unified View
Impossible to see the complete household picture
Coordination Chaos
Endless emails between CPAs, attorneys, and advisors
Generic Client Experience
No differentiation from competitors
With Strad
Unified Data Hub
All client data aggregated in one intelligent platform
360° Household View
Complete visibility across all pillars of wealth
Seamless Collaboration
One platform to drive collaboration and networking among all your client’s advisors
White-Label Excellence
Your brand, your client portal, your differentiation
Stop the Swivel Chair
One platform for the client relationship — alongside your existing CRM, not instead of it.
Works With Your Tech Stack
Already using financial planning software?
Strad doesn’t replace your existing tools — it connects them into a cohesive family-office experience.
Strad and eMoney
eMoney = Financial Planning + Aggregation
Strad = VFO Platform
What eMoney Does Well
- Cash flow-based planning
- Account aggregation
- Client-facing financial plans
- Advisor-led planning workflows
Where Strad is Complementary
| Capability | eMoney | Strad |
|---|---|---|
| Financial planning engine | Core | |
| Account aggregation | ||
| Household task orchestration | Core | |
| Multi-professional collaboration | ||
| Governance & responsibility tracking | ||
| Family-wide document & workflow hub | Limited |
Bottom Line
Use eMoney to model the plan.
Use Strad to run the family once the plan exists.
Strad and Redtail
Redtail = CRM
Strad = VFO Platform
What Redtail Does Well
- Contact management
- Notes, activities, workflows
- Sales pipeline visibility
- Advisor team coordination
Where Strad is Complementary
| Capability | Redtail | Strad |
|---|---|---|
| Contact-centric CRM | Core | |
| Sales pipeline | ||
| Household-centric workspace | Core | |
| Client + CPA + attorney collaboration | ||
| Family governance workflows | ||
| White-labeled family experience |
Bottom Line
Redtail tracks relationships.
Strad coordinates responsibility across the entire family ecosystem.
Strad and Masttro
Masttro = Balance Sheet & Aggregation
Strad = VFO Platform
What Masttro Does Well
- UHNW balance sheet aggregation
- Real-time net worth
- Asset visibility across entities
- Complex ownership mapping
Where Strad is Complementary
| Capability | Masttro | Strad |
|---|---|---|
| Wealth aggregation | Core | |
| Net worth analytics | ||
| Task & accountability management | Core | |
| Professional coordination | ||
| Workflow across advisors & family | ||
| Client experience orchestration | Limited |
Bottom Line
Masttro shows what the family owns.
Strad manages what the family and advisors must do.
Strad and RightCapital
RightCapital = Goals-Based Planning
Strad = VFO Platform
What RightCapital Does Well
- Goals-based projections
- Client-friendly plan visuals
- Advisor planning workflows
- Scenario modeling
Where Strad is Complementary
| Capability | RightCapital | Strad |
|---|---|---|
| Financial plan modeling | Core | |
| Client planning visuals | ||
| Household execution workflows | Core | |
| Ongoing task ownership | ||
| Family + advisor coordination | ||
| Governance & process management |
Bottom Line
RightCapital answers "Can we afford this?"
Strad answers "Who is responsible for making it happen?"
Strad and MoneyGuide Pro
MoneyGuide Pro = Probabilistic Planning
Strad = VFO Platform
What MoneyGuide Pro Does Well
- Monte Carlo-based planning
- Goals-based conversations
- Advisor-led planning engagement
Where Strad is Complementary
| Capability | MoneyGuide Pro | Strad |
|---|---|---|
| Probabilistic planning | Core | |
| Goal tracking | ||
| Household workflow execution | Core | |
| Multi-party accountability | ||
| Client + professional coordination | ||
| White-label family experience |
Bottom Line
MoneyGuide Pro supports planning conversations.
Strad supports ongoing family execution.
Where Strad Fits in Your Tech Stack
Strad differentiates your practice enabling you to provide a family office platform to clients of any level of wealth.
The Intelligent Connection Layer
Tasks
Workflows
Documents
Client Portal
White-Label
Reports
Collaboration
Vault
Strad provides a 360° view
Custodian Tools
Schwab, Fidelity, Pershing
CRM Tools
Salesforce, Redtail, Wealthbox
Planning Tools
MoneyGuide, eMoney, RightCapital
Reporting Tools
Orion, Black Diamond, Tamarac
Frequently Asked Questions
Frequently Asked Questions About Strad’s Wealth Management Platform
Learn how Strad helps advisors bring client information, collaboration, and wealth management workflows together in one place.
What is a wealth management platform?
A wealth management platform brings a client’s financial information, documents, planning tools, and professional relationships into one organized digital environment. Strad helps advisors deliver a more coordinated family-office experience without managing information across disconnected systems.
What are the key features of a wealth management platform?
Key features may include financial data aggregation, secure document storage, client collaboration tools, portfolio management tools, reporting, and integrations with existing technology. Strad combines these capabilities in one secure platform, giving advisors and clients a comprehensive view of the household’s financial life.
How is Strad different from traditional wealth management software?
Traditional wealth management software often focuses on investments, portfolio reporting, or a single planning function. Strad connects the broader financial environment, including family, business interests, taxes, estates, insurance, and advisory information, so advisors can deliver more comprehensive, coordinated service—similar to a traditional family office, but without the overhead.
Can solo RIAs and small firms use Strad, or is it built for larger practices?
Strad is designed to support solo RIAs, growing advisory firms, and larger organizations. Its scalable structure allows smaller practices to offer a sophisticated family-office-style experience without building an expensive in-house team or replacing an existing technology stack.
How is Strad different from a CRM like Redtail or Salesforce?
A CRM helps an advisory firm manage prospects, client records, tasks, and sales activity. Strad complements CRMs by organizing the client’s entire financial environment and providing a secure space where clients and authorized professionals can collaborate.
Is Strad SOC 2 Type II compliant, and how is client data protected?
Strad is SOC 2 Type II compliant, using safeguards designed to protect confidential client information. Secure access controls and permission-based sharing help ensure that sensitive financial information is available only to authorized users.
How difficult is Strad to implement?
Strad is designed to work alongside the systems that advisors already use. Integrations with platforms such as Schwab, Pershing, and Plaid help bring financial information together, while dedicated onboarding support from Strad’s client success team guides firms through setup, configuration, and client rollout. Strad will soon integrate with Wealthbox, Altruist, and Interactive Brokers.
Will my clients use Strad’s portal?
Strad gives clients a practical reason to return, with one secure place to view their financial picture, organize important documents, and collaborate with their advisor and other trusted professionals. The result is a more connected, informed family-office-style experience.
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Your brand. Your advisors. Your families. All operating in one connected ecosystem.
Welcome to Strad!
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SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
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