Strad's feature set is designed to improve your productivity, enable you to provide a more comprehensive service, and position you as the leader in your market.
Built For YOU
If your clients rely on you for advice, put Strad Pro on your side. Providing your clients with a virtual Family Office will help ensure that you stay out in front of risks, more effectively find opportunities, and continue to be their family's most trusted professional.
Provide the most effective investment advice when you see your client's the whole picture and can connect with their other advisors when needed.
Elevate your practice by providing your clients with a family office. You will quickly become their most important advisor.
Attorneys who provide their clients with a virtual family office stay top-of-mind.
Remain current with their evolving circumstances so that you are well prepared as they confront life events and transition through life stages.
Elevate Your Role as a trusted tax advisor. With Strad Pro, gain insights into your clients' finances, assets, and planning, allowing you to offer more than tax advice.
Strengthen relationships and unlock new opportunities to advise on their complete financial picture.
Security
Dow Software and Strad Pro are SOC 2 Type 2 security audited, ensuring top-tier data security, privacy, and operational reliability. This certification gives trusted financial professionals confidence that their data is managed with integrity and meets industry regulations.