Strad Pro for
for Business Offices
Strad is built for modern advisors who provide a deeper level of service. Whether you work with multi-generational families, successful entrepreneurs, or closely held businesses, Strad brings everything together — people, professionals, and assets — in one connected platform.
Business Management Software
Streamlining Business Office Management Across Entities
Managing the financial, legal, and operational responsibilities of a business, trust, or fiduciary entity requires more than spreadsheets and file folders. Strad Pro brings structure, clarity, and control to Business Office operations — helping organizations manage people, processes, and assets in one unified platform.
Built for closely held companies, operating businesses, nonprofits, and trusts, Strad Pro enables seamless collaboration across internal teams, external professionals, and stakeholders. From account aggregation and compliance tracking to document sharing and task coordination, everything is connected in one place.
- Growth Stage.
- Build a scalable foundation to onboard new stakeholders, centralize operations, and increase transparency.
- Operational Stage.
- Improve efficiency with organized workflows, secure communication, and entity-level oversight.
- Transition Stage.
- Simplify business succession, trust handoffs, or leadership changes with structured data and continuity tools.
Growth Stage
Building a Scalable Foundation for Growth
Strad Pro equips Business Offices with the tools to support expansion, onboard new entities, and deliver consistent, high-quality operations from day one.
- Centralize financial oversight: Consolidate accounts, entities, and stakeholders into one secure, organized system — creating a single source of truth for financial decision-making.
- Onboard new entities efficiently: Whether launching a new trust, adding a family-owned business, or managing a joint venture, Strad Pro streamlines onboarding with structured templates and permission-based access.
- Strengthen professional collaboration: Securely connect with legal, tax, and investment professionals to ensure coordinated, compliant support for every business structure.
- Differentiate through transparency and control: Professionalize operations with entity dashboards, task tracking, and documentation — elevating internal trust and external confidence.
- Scale without the chaos: As responsibilities grow, Strad Pro keeps everything organized and accessible — reducing reliance on siloed systems, scattered files, and manual workflows.
Operational Stage
Drive Efficiency and Strengthen Operational Control
Once established, Business Offices face the challenge of maintaining clarity, control, and collaboration across a growing set of responsibilities. Strad Pro empowers teams to operate at peak efficiency while ensuring nothing falls through the cracks.
- Operate as the central command hub: Manage the financial, legal, and administrative details of companies, trusts, and entities from one unified platform — enabling informed decisions at every level.
- Deliver better internal service: Provide stakeholders, board members, and beneficiaries with timely updates, organized documentation, and transparent reporting that builds trust and confidence.
- Streamline daily workflows: From secure document sharing and compliance tracking to built-in task management and calendar integrations, Strad Pro eliminates fragmented processes and manual bottlenecks.
- Ensure continuity and accountability: Clearly assign roles, monitor deadlines, and maintain a full audit trail of decisions, communications, and approvals — all in one place.
- Stay aligned with outside professionals: Maintain visibility into legal, tax, and financial activity through centralized collaboration tools, avoiding miscommunication and duplication of effort.
Strad Pro helps Business Offices operate like well-oiled machines — bringing structure, precision, and transparency to everyday execution.
Transition Stage
Preparing for Leadership Transitions and Long-Term Continuity
As organizations evolve — whether through succession planning, generational shifts, or fiduciary transitions — Strad Pro ensures the Business Office remains stable, organized, and ready for what’s next.
- Preserve institutional knowledge: Centralize documents, communications, and decision histories so that incoming leaders or trustees can step in with full context and confidence.
- Support seamless transitions: Easily transfer oversight to new directors, fiduciaries, or management teams with permission-based access and structured entity records.
- Maintain stakeholder trust: Keep key stakeholders informed and engaged during times of change with consistent reporting, shared visibility, and well-documented workflows.
- Reinforce organizational value: A well-managed, systematized Business Office is inherently more resilient and appealing to successors, buyers, or external partners.
- Reduce operational disruption: Avoid gaps in service, confusion over roles, or data silos by keeping every process and responsibility visible, documented, and accessible.
Strad Pro is the foundation for a durable Business Office — helping organizations navigate change with clarity, professionalism, and continuity.
Explore Strad Pro Features
Limited Time Offer
Outclass the Competition with Strad Pro
Whether you are building, managing, or transitioning your practice, Strad Pro empowers financial advisors to deliver superior client outcomes while securing long-term professional success. By positioning yourself as the central financial strategist for your clients and their families, you ensure enduring relationships and sustainable growth.
“ Strad's Asset Titling and Account Beneficiary review features alone make this an invaluable tool. ”
