• Insurance
  • Government
  • Savings
  • Money Management
  • Analysis
  • Revenue
  • Cash
  • Data
  • Money Management
  • Government
  • Cash
  • Analysis
  • Savings
  • Revenue
  • Insurance
  • Data
  • Government
  • Data
  • Cash
  • Money Management
  • Insurance
  • Revenue
  • Savings
  • Analysis

Strad Pro Features

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.

Our Virtual Family Office Platform Ranks Above All When it Comes to Capability and Satisfaction

Tasks

Task Management

Never miss a beat. Strad's Task Management capabilities ensure that tasks are documented, queued for timely completion, and delegated to your team to ensure efficient processing.
Workflows

Workflows

Don't overlook important opportunities as life events unfold for your clients. Strad's Workflow feature allows issues to be addressed comprehensively and systematically.
Document Center

Document Center

Strad's Document Center allows you to receive in documents and quickly process them.
360 Degrees

360 Degree View

See all your client's resources and liabilities in one view. Investment accounts, insurances, real estate, legal documents and more.
Portal

Client & Team Member Portal

Your clients can have access to their family office through an online portal. As well, you can provide their other professional advisors for access as needed.
Marketing

Marketing Tools

Strad Pro comes with professionally developed brochures that can be white-labeled with your own branding — in both digital and print media formats.

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Built For YOU

Who is Strad Pro For?

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.

Financial Advisors Financial Advisors

Financial Advisors

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 Attorneys

Attorneys

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.

Tax Advisor Tax Attorney

Tax Advisor

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 Bg

Security

SOC 2 Type 2 Certified for 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.

Data Security and Privacy Assurance
Operational Integrity and Reliability
Regulatory Compliance and Trustworthiness