Discover Your Competitive Edge and Empower Your Practice with Strad Pro: Start Your FREE Strad Pro Trial Today!

Don’t miss this opportunity to revolutionize your practice and become a leader in the industry.

Unlock Your Firm’s Growth Potential: Transforming Your Wealth Management Practice with Strad Professional

Embrace the power of technology, revolutionize your wealth management practice, and position yourself for long-term success in the ever-changing financial landscape.

Embrace the Future: Strad Pro’s Virtual Family Office Solution for CPAs and Estate Planning Attorneys

By breaking down silos, building networks, streamlining workflows, and offering comprehensive services, professionals can establish invaluable relationships with both their current clients and the next generation.

Unlock Your Practice’s Growth: Strad Pro Virtual Family Office Revolutionizes CPA and Estate Planning Firms.

Complexity necessitates frequent reassessments of a clients tax exposure and estate plans, which can be challenging for CPAs and attorneys if they don’t have on-demand, complete information about their clients wealth. Moreover, individuals might have different financial advisors for different assets, making it difficult to communicate, coordinate, and collaborate with all the financial professionals working with the client.

Revolutionize Your Estate Planning Practice with Strad Pro: Gain Comprehensive Financial Clarity and Enhance Collaboration

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.

Introducing Strad Pro: Become an Indispensable Financial Quarterback

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.

Strad Software: A Beacon of Clarity for Clients During Unexpected Life Events

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.

Secure Your Family’s Financial Legacy Through Retirement

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.