Provide Family Office advantages for all your clients at any level of wealth
No credit card required. Cancel anytime.
Take the lead and build trust while establishing yourself as the family CFO
and enrich your clients’ lives.
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.
Discover more about your clients circumstances across accounts under management, non-financial assets and business entities
Assign tasks and build workflows for efficient practice management of your team and outside professionals
Gather and create reports based on client data across all categories of wealth
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
In app marketing capabilities for prospecting and managing referrals
Provide clients with a Virtual Family Office portal that they have full access to and can customize themselves
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
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.
Import your firm data to create client files and begin making Family Offices for every household within your practice.
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.
Watch how Strad Pro can transform your practice and unlock potential for your clients.
Get started with Strad Pro today!
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