Without full access into a current financial picture, you may overlook tax-saving opportunities, leading to a higher tax burden for your client’s estate and its beneficiaries.
Taking the lead can be a daunting task without the right software to facilitate collaboration while also providing a comprehensive, real-time view of your clients’ entire financial circumstances.
In a world where immediate access to information is a way of life, Strad software empowers families to confront uncertainty, while reducing stress on loved ones and the professionals they depend on.
When brought together by Strad, your team will share a 360-degree view of your family’s circumstances. Strad transforms your financial team into a think tank of experts always aligned in the best interests of your family, and always fully informed of your circumstances.
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