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Give clients a virtual family office experience that will let you stand apart from all your competition
The Challenge:
As a financial professional, your goal is to be the trusted quarterback of your client's financial team. Strad empowers you to elevate your practice by streamlining coordination among experts, so you're not just offering traditional services. Our productivity tools and client portal make you indispensable, allowing you to provide comprehensive support while standing out in a competitive landscape.
The Solution:
Strad Pro empowers you to become the conductor, instantly transforming your practice into a Virtual Family Office (VFO). Gain full visibility into your clients’ entire financial and family life – from assets and liabilities to investments and estate planning, all in one place.
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.
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
Break down silos and facilitate seamless teamwork among all financial professionals on your clients' teams.
Users delegate roles to family and professionals, defining tasks with precision for clear and efficient financial management.
Bring the elite family office experience to a broader audience, differentiating your practice and ensuring all your clients receive the support they deserve.
Equip your clients with comprehensive guidance and support, making their financial journeys stress-free.
Unlock the potential of virtual family office services and transform your financial practice overnight. Join us in revolutionizing wealth management for clients of all backgrounds and complexities.
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.
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Get started with Strad Pro today!
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