The Story of Strad Pro

Strad Pro: Its Foundation Is Deep Industry Experience 

As a financial advisor, attorney, and software developer, Russell Dow appreciated early in his career the power of bringing together diverse areas of expertise. The ability to draw on legal and investment disciplines in advising clients, combined with automating his practice with proprietary software, proved to be a significant benefit to clients and for operational efficiencies.

The Family Office Model for Everyone

Over his career, Russell had witnessed a variety of outcomes from different approaches to wealth management, with the greatest benefits realized by those served by coordinated teams of advisors—such as found in family offices. 

But establishing a traditional family office has been far beyond the means of all but the wealthiest. This resulted in our launching Dow Software and its industry leading financial application, Strad Pro, designed for professional advisors to better serve their clients. 

By leveraging cloud-based technology, Strad enables advisors to provide Virtual Family Offices cost-effectively: for everyone from their mass affluent clients to ultra-high-net-worth families.

As the Strad has developed over the years, its capabilities now enable any advisor—whether a financial advisor, tax advisor, insurance agent, or attorney—to position his practice as a market leader.

A Practice Management Tool

Strad enables advisors to communicate seamlessly with their clients’ other advisors. It allows them to understand the full scope of the client family: their assets, financial resources, liabilities, legal documents, and goals. That deep and broad view allows for a comprehensive service, being able to address client life events as they unfold… and to do so efficiently. 

Strad’s many features, including Workflows, CRM, Document Center, and Task Management, help make that possible. Further integrations with Pershing and Schwab provide clients with a single portal for account access.

A Marketing Differentiator

From a marketing perspective, the family office capabilities powered by Strad Pro give advisors a significant marketing differentiator. In a highly competitive world with constant fee compression, it is essential to have a compelling answer to, “Why are you different from the advisor down the street?” 

With the Strad Pro Virtual Family Office system as a practice foundation, clients and prospects easily see and value the greater benefits offered.

Built to Solve Problems

Running a Successful Advisory Practice Is a Game for A-Players

Let’s face it: Building and managing a successful advisory practice is reserved for the most ambitious and relentless of professionals.

Your value proposition is an in-depth understanding of your field that takes years of professional education and experience to develop. Then, it’s the ability to deliver that expertise unfailingly every day to a large client base—each with a unique set of circumstances that you need to understand thoroughly to deliver your best advice. Overlook a detail, and your client and your reputation suffer. 

Compound your daily challenges with the need to sell yourself to new prospects and, otherwise, run the business-end of your practice.

Strad Pro Was Built to Give You an Edge… and Ease Your Day

Strad Pro was built by an advisor seeking to give his large clientele the highest level of service possible… and to run circles around his competition.

The goal was to bring the Family Office service model to every family, regardless of total net worth.

That meant new technology to deliver results. 

Strad Pro is a practice management tool. It is where you can start your day and use with every client interaction.  

• Stay organized and delegate tasks.
• Quickly understand the full scope of each of your client’s broad circumstances.
• As life events unfold (e.g., marriage, retirement, cognitive decline, death, or even a windfall), be well positioned to help mitigate risks and identify opportunities.
• Outpace and outshine your competitors.

Elevate Your Practice in Moments

Strad slides in alongside any practice model. With just a few minutes of setup, you can be promoting family office services to your next prospect.