Productivity and Collaboration software for financial professionals

Provide Family Office advantages for all your clients at any level of wealth

No credit card required. Cancel anytime.

Strad helps financial professionals see the big picture when clients are facing crucial decisions

Take the lead and build trust while establishing yourself as the family CFO

Visualize your client’s wealth in one glance!

Collaborate, share, and enrich your clients’ lives. Strad connects you with your client’s entire financial team and enables you to offer the services of a traditional family office to help manage all of life’s intricacies

Strad provides the most in - depth understanding of wealth, while connecting a family’s existing professional advisors, allowing collaboration, greater insight, and uniquely personalized advice delivered by you.

Tabs for every corner of wealth

Discover more about your clients circumstances across accounts under management, non-financial assets and business entities

Workflows for Team Collaboration

Assign tasks and build workflows for efficient practice management of your team and outside professionals

Reporting Across Asset Classes

Gather and create reports based on client data across all categories of wealth

Collaboration Between Professionals

Establish yourself as the Family CFO for your clients and communicate openly with their other trusted professionals to make calculated decisions in the clients favor

Rainmaker App

In app marketing capabilities for prospecting and managing referrals

Client Facing Portal

Provide clients with a Virtual Family Office portal that they have full access to and can customize themselves

Strad helps you differentiate by demonstrating your commitment into your client’s entire family

For many families, financial success complicates life as much as it enriches it, consuming time and creating constant stress. Involving skilled professionals can help, but they often concentrate on individual specialties. Long-term success is fully realized only when wealth is orchestrated to focus on the needs of the family

Data, Protected.

Protecting you and your clients personal data is our highest priority, which is why we've taken the steps to ensure our level of security is the highest it can be. We have successfully completed a SOC 2 Audit to further our commitment to securing your data.

Get started today...

Step 1

Click the button below. Create your account and start your FREE trial. Invite teammates to help connect and integrate Strad into your practice.

Step 2

Import your firm data to create client files and begin making Family Offices for every household within your practice.

Step 3

Start delivering next level service to your clients through dozens of firm management tools and categories that allow you to see a clients wealth all in one place.