Latest Updates & Articles

Over half of family offices still rely on Excel. Learn five ways automation for family offices eliminates inefficiency, enhances reporting, and drives growth—helping advisors focus on strategy instead of spreadsheets.

Manual reporting wastes time and increases errors for advisors and family offices. Learn how modern, automated reporting systems improve accuracy, transparency, and efficiency—freeing advisors to focus on strategic guidance and stronger client relationships.

Advisors today play a key role in helping families prepare for the future. Multi-generational wealth planning goes beyond documents and portfolios, focusing on communication, education, and continuity so families can transition responsibility with confidence.

Family offices managing scattered data across spreadsheets and email threads lose efficiency and client confidence. Centralizing information into one secure platform strengthens trust, improves communication, and enables advisors to focus on strategy rather than searching for documents.

Strad Pro helps family offices strengthen advisor relationships, streamline deal flow, and manage portfolios in one secure platform. With automation, customizable access, and data-driven reporting, it simplifies complex wealth management while empowering families to preserve and grow multi-generational legacies.

Strad Launch is the free advisor CRM tier that gives solo advisors and small firms access to Strad Pro’s powerful platform—no credit card, no expiration. Manage one household, collaborate securely, and explore client-focused tools designed to help you grow at your own pace.

Solo advisors are redefining wealth management. With Strad Pro, you can deliver modern, secure, and family-focused service—without adding staff or complexity. Centralize financial data, streamline collaboration, and give clients a polished, professional experience that scales with you.

In recent years, estate planning and tax attorneys have seen a shift in client expectations. No longer satisfied with siloed advice or annual check-ins, high-net-worth individuals and families now want a more comprehensive and collaborative experience—one that reflects the complexity of their wealth and the dynamics of modern family life.

Advisors managing complex family wealth often fall into avoidable mistakes that disrupt collaboration and client outcomes. From siloed communication to disorganized documentation, this article outlines the top five mistakes—and how Strad Pro helps advisory teams overcome them to better manage family wealth.

The Modern Advisor's Challenge Professional advisors today—whether they’re financial advisors, tax experts, estate attorneys, or insurance agents—are facing rising client expectations, growing compliance requirements, and increasing pressure to deliver more with less. Yet most tools designed for advisors are outdated, siloed, or too limited to truly serve as the command center a modern advisory business […]