Strad Pro: The Future of Multi-Tenant Family Office Software for Collaborative Advisory Teams

In today’s rapidly evolving wealth management ecosystem, families are increasingly relying on a wide range of professional advisory teams—not just financial advisors, but also attorneys, tax consultants, insurance agents, estate planners, and even philanthropic consultants. While each brings valuable expertise to the table, the traditional siloed approach to family office management often results in fragmented communication, missed opportunities, and a lack of holistic planning.

That's why we built Strad Pro, a next-generation, multi-tenant family office software platform designed to unify advisory teams under one digital roof. With a robust suite of integrated features and a multi-disciplinary approach, Strad Pro empowers collaborative teams to deliver more strategic, cohesive, and transparent financial guidance.

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What Is Strad Pro?

Strad Pro is a purpose-built Virtual Family Office (VFO) platform built for advisory teams that enables seamless collaboration between various types of financial and legal professionals managing both straightforward and complex, intergenerational wealth. Unlike traditional client portals or CRMs, Strad Pro is designed from the ground up to serve as a shared workspace for multi-disciplinary advisory teams—including individuals or teams from different firms—making it easier to manage tasks, track responsibilities, and securely share data with both clients and co-advisors.

The platform is multi-tenant, meaning that multiple independent firms or users can operate within the system simultaneously—each with their own secure data environment—while retaining the ability to collaborate across organizational boundaries when necessary.

Key Features That Set Strad Pro Apart

While many platforms offer client portals or document vaults, Strad Pro provides an end-to-end solution for virtual family office management. Strad is perfect for inter-company teams, or multi-company advisory teams. Here are some of the key features that make it stand out:

1. Dynamic Family Profiles

Strad Pro enables the creation of comprehensive family profiles that go beyond standard CRM data. Advisors can record family relationships, ownership structures, entities, beneficiaries, and other interconnections, making it easy to see the full picture at a glance.

2. Real-Time Collaboration Tools

Advisors can communicate and share updates in real-time with fellow professionals across dynamic advisory teams, or with clients directly. Internal notes, collaborative to-dos, and discussion threads ensure everyone stays in sync without the need for long email chains or scattered spreadsheets.

3. Multi-Role Access and Permission Controls

Each user can be assigned a role—be it tax advisor, estate attorney, wealth manager, or insurance specialist—with granular access to specific sections of the client’s portfolio. This ensures both data security and compliance with fiduciary obligations.

4. Centralized Document Management

From estate planning documents to tax returns and insurance policies, Strad Pro offers a secure, centralized location for storing and sharing sensitive materials. Documents can be tagged, versioned, and locked for specific collaborators.

5. Integrated Task & Workflow Automation

Advisors can assign tasks, track progress, set due dates, and receive automated reminders. This ensures that nothing falls through the cracks, whether you’re coordinating a tax filing or managing a trust distribution. Advisory teams can collaborate faster and more throughly than ever before.

6. Asset & Liability Tracking

Built-in tools allow teams to log, organize, and monitor key financial holdings—ranging from marketable securities to real estate, business ownership, and collectibles—alongside liabilities such as loans and mortgages.

7. Client Portal for Transparency

Clients and their designated family members can log in to view curated information, upload documents, and communicate with their advisory teams in a secure, easy-to-use portal. This fosters transparency and builds long-term trust.

8. Audit Trails and Compliance Logging

With increasing scrutiny on fiduciary and data protection standards, Strad Pro maintains detailed logs of user activity and document access to support compliance and audit-readiness, perfect for both small and large advisory teams.

9. Multi-Entity & Multi-Firm Support

Perfect for advisory teams working across different business entities or collaborating with external partners. Strad Pro’s architecture supports multiple firms and multiple families without data overlap, while still enabling opt-in sharing.

10. Custom Reporting and Dashboards

Create custom financial dashboards, estate flowcharts, and client deliverables with built-in templates and data visualizations tailored to family office reporting standards.

SOC 2 Type 2 Security

Through a partnership with A-Lign, an industry-leading security consultant, Strad is security with bank-level encryption and security. Learn why you'll never have to worry about data security on our Security Overview page.

Why Multi-Tenant Architecture Matters to Today's Advisory Teams

Traditional family office software is often built for use within a single firm. In contrast, Strad Pro is multi-tenant, meaning it allows multiple firms to work independently yet cooperatively within a shared ecosystem—across multiple family offices. This unlocks numerous benefits:

Collaboration Without Compromise

Strad Pro enables multiple individual advisors and advisory teams—often from different firms—to work together within a single client’s family office workspace. Financial advisors, attorneys, and tax professionals can collaborate in real time without needing to share back-end systems or compromise their own internal privacy standards. Permissions ensure that sensitive data is accessible only to those with a valid business reason, fostering true collaboration without increasing risk.

Scalability for Growing Advisory Teams and Families

Whether you’re managing a single affluent household or overseeing a multi-generational family with complex entity structures, Strad Pro grows with your needs. Advisory teams can add more clients, invite additional collaborators, and expand their services without needing separate systems or expensive software licenses for each relationship. This scalability is especially valuable for firms expanding into VFO services or building new revenue streams around holistic planning.

Streamlined Updates and Unified Maintenance

Because Strad Pro is cloud-based and multi-tenant, users benefit from ongoing platform improvements without lifting a finger. Software enhancements, security patches, and new features are rolled out centrally and automatically—eliminating the IT burden of upgrades or version mismatches between collaborators. Everyone stays aligned on the same tools, functionality, and experience.

Security Through Data Isolation

Each firm’s data environment is logically and securely separated within the platform. Even when collaborating on the same client file, firms retain full control over their own client relationships and internal workflows. This structure supports both ethical walls and regulatory compliance, providing peace of mind for advisors managing sensitive financial and legal information.

Designed for All Types of Advisors and Advisory Teams

Strad Pro was originally developed to streamline collaboration among financial professionals, but its flexible infrastructure makes it ideal for a wide variety of advisory roles. Here’s how Strad Pro supports different professionals in delivering maximum value to their clients:

Financial Advisors

Wealth managers, investment advisors, and other financial advisors benefit from a centralized view of the client’s total financial picture—assets, liabilities, estate documents, and family dynamics. With Strad Pro, they can offer more holistic planning, tie investments back to family goals, and coordinate efficiently with legal and tax professionals.

Attorneys

Estate planners and legal advisors can store, version, and share critical documents—like wills, trusts, powers of attorney, and corporate agreements—securely in one place. With integrated workflows, they can collaborate with other advisors to implement strategies, review documents, and address life events as they arise.

Tax Professionals

CPAs and tax consultants gain access to client data, financial documents, and legal structures needed for accurate and timely filings. The software enables them to coordinate deductions, capital gains strategies, and business entity decisions with the rest of the client’s advisory team—all without redundant data entry or delayed email exchanges.

Insurance Advisors

Strad Pro gives insurance specialists the ability to track policies, renewals, and risk exposure in the broader context of a client’s wealth plan. They can collaborate with estate planners on trust-owned policies, work with financial advisors on annuity strategies, and use secure messaging to clarify complex needs.

Real Estate & Business Consultants

Professionals advising on real estate holdings or business interests can log relevant assets, upload supporting documents, and coordinate ownership or succession strategies. These advisors can also track valuations, manage leases or operating agreements, and contribute insight to the family’s investment strategy.

Philanthropic Advisors

Strad Pro supports giving strategies by allowing philanthropic consultants to view charitable trusts, foundation activity, and planned giving initiatives in the context of the family’s financial and legal structure. This creates a cohesive giving plan aligned with the family’s values and long-term wealth objectives.

Family Office Managers & Admins

For dedicated family office personnel, Strad Pro serves as a single source of truth and coordination. It reduces email clutter, centralizes recordkeeping, and allows office managers to assign responsibilities and hold advisors accountable without micromanaging each contributor.

Modern Wealth Deserves a Modern Solution

As families grow more complex and intergenerational wealth planning becomes more critical, the need for cross-functional collaboration has never been more apparent. Strad Pro rises to meet this challenge, delivering a digital infrastructure that mirrors the multidisciplinary nature of modern family offices.

Whether you’re a solo advisor looking to enhance your practice or a full-service firm aiming to provide a truly unified client experience, Strad Pro offers the tools, security, and flexibility to help you scale your impact.

Try Strad Pro for Free

Strad Pro is redefining what family office software can and should be. With its robust feature set, intuitive user experience, multi-tenant design, and focus on functionality for advisory teams, it brings together the people, data, and processes necessary to deliver best-in-class service to affluent families. Advisors no longer have to work in silos—Strad Pro makes it possible to work smarter, together. Start a Free Trial →