Family Office Software
for Financial Advisors
Family Office Software
Elevating the Financial Advisor’s Role
In an industry increasingly driven by automation and commoditized financial services, Strad Pro positions financial advisors as indispensable leaders in their clients' financial lives. By integrating Virtual Family Office (VFO) services, Strad Pro enhances advisors’ ability to deliver holistic, high-value financial planning. With powerful account aggregation, secure collaboration tools, and streamlined compliance tracking, Strad Pro empowers advisors to deepen client relationships, optimize operational efficiency, and solidify their role as trusted wealth stewards.
- Growth Stage.
- Expand your practice, attract new clients, and offer greater value.
- Maintenance Stage.
- Enhance client loyalty, operational efficiency, and knowledge.
- Succession Planning Stage.
- Ensure practice continuity and client confidence now and in the future.
Growth Stage
Expanding Your Practice and Attracting New Clients
Strad Pro provides the competitive edge needed to accelerate practice growth.
- Uncover new assets: Account aggregation reveals external client accounts that can be transitioned under advisory management.
- Enhance family relationships: The platform’s Family Office positioning naturally extends advisory services to clients’ family members.
- Strengthen professional networks: Warm introductions to attorneys, tax advisors, and insurance professionals deepen credibility and referral opportunities.
- Differentiate in the marketplace: Offering Family Office services elevates the advisor’s profile, resisting fee compression and attracting high-net-worth clients.
- Automate marketing efforts: Strad’s Rainmaker App and white-labeled marketing materials help advisors efficiently communicate their value proposition.
Maintenance Stage
Enhancing Client Loyalty and Operational Efficiency
For established practices, Strad Pro optimizes operations while strengthening client relationships.
- Become the "Family CFO": Secure long-term client loyalty by positioning yourself as the trusted financial decision-maker.
- Improve client service delivery: Gain a holistic view of client assets, liabilities, and planning needs to provide more proactive advice.
- Increase operational efficiency: Integrated CRM, compliance tools, secure document sharing, and Outlook integration streamline workflows.
- Enhance portfolio management: Performance analysis, Reg BI documentation, and direct account feeds ensure robust advisory oversight.
- Facilitate smooth transitions to advisory: Strad Pro provides a seamless pathway for transitioning brokerage relationships into fee-based advisory services.
Succession Planning Stage
Ensuring Practice Continuity and Client Confidence
As advisors prepare for succession, Strad Pro enhances practice value and ensures smooth client transitions.
- Increase practice valuation: A Family Office-based practice is inherently more attractive to potential buyers and successor advisors.
- Ensure client retention: Clients engaged in holistic Family Office services are significantly more loyal, reducing attrition risk during advisor transitions.
- Enable seamless handovers: Successor advisors gain instant access to comprehensive client profiles, ensuring uninterrupted, high-quality financial guidance.
- Protect long-term relationships: The platform preserves continuity in client service, reinforcing trust and mitigating disruption during advisor transitions.
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. ”
