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,...
Read MoreA Family Office for Every Family
Orchestrating advisors, families, and professionals across the entire Household, not just the ultra-rich.
Strad delivers a cloud-enabled virtual family office to deliver what was once only possible with a traditional family office, but without the prohibitive personnel, infrastructure, and cost.
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.
Strad 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
Run your practice as a Virtual Family Office
The platform that coordinates advisors, families, and professionals — above your existing tools.
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
Latest Insights
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Empowering Solo Advisors with a Modern Virtual Family Office Platform
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Available now
Ready to Transform Your Business?
Speak to a Strad Expert
Your brand. Your advisors. Your families. All operating in one connected ecosystem.
Welcome to Strad!
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