Strad benefits
Why Strad Professional?
If you’re not offering clients the caliber of service a Family Office provides… who will? And where will that leave you?
Strad Professional helps advisors from diverse professions expand their services to position themselves effectively as a family’s CFO—becoming their go-to advisor for strategic financial or life decisions.
Benefits to your clients
- Ease of mind having the continuity of trusted professionals at their side
- Highly personalized advice based on real-time circumstances
- Continuity through unsettling life transitions like cognitive decline, loss of head of household, and succession to the next generation
- Ease of mind offered by a team approach
- Maximized potential through strategic, long-term planning rather than reactive decisions
Benefits to your practice
- Unique brand differentiation and competitive advantage
- Stronger client relationships
- Better ability to connect with and retain next-generation heirs
- Save time through streamlined information gathering
- Accelerate growth through seamless networking with clients’ other professionals
- Customizable saddle stitched brochures, folders, presentations, letters and forms
Additional benefits
- Increase AUM through account aggregation that gives complete insight into client assets
- Greater profit—Strad Professional’s proprietary marketing system, Rainmaker, allows you to create targeted drip marketing campaigns for greater engagement and referrals
- Dashboards branded with your firm logo
Designed by Advisors, for Advisors
- Financial Advisors
- Attorneys
- Insurance Advisors
- Real Estate Advisors
- Tax Advisors
- Family Offices (Multi- & Single-Family)
Connect with us
Strad Pro is provided through Dow Software
- Dow Software, LLC 8205 Nature’s Way, Suite 219 Lakewood Ranch, FL 34202 USA
- (516) 801-4931
- [email protected]
- dowsoftware.com
Dow Software, LLC
8205 Nature’s Way, Suite 219
Lakewood Ranch, FL 34202 USA
dowsoftware.com
516-801-4931
Get Started
- Request a demo
- Free Trial
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