Money Management

Pricing

Whether you're just starting out or running an enterprise-level practice, our flexible pricing structure will allow you to unlock Strad Pro's full power to take your business to the next level.

Starter Program

The essentials, perfect for the solo advisor.

250 /mo

  • 30 Days Free Trial
  • Up to 15 Client Households
  • Up to 1000 Prospective Client Households
  • Complimentary Marketing Brochures
  • Full Family Office Functionality
Start Free Trial

Established Practice

Most popular

A plan that scales with your rapidly growing business.

499 /mo

  • 60 Days Free Trial
  • Up to 50 Client Households*
  • Up to 1000 Prospective Client Households
  • Marketing Brochures As Needed
  • White Labeled Brochures**
  • Full Family Office Functionality
Start Free Trial

Enterprise

Powerful features and a robust infrastructure for your company.

Custom Pricing

  • 90 Days Free Trial
  • Unlimited Client Households
  • Unlimited Prospective Client Households
  • Full Family Office Functionality
  • White Labeled Platform
  • White Labeled Brochures
Start Free Trial

* $75 per additional 10 households, as needed
** Available at additional cost

Limited Time Offer

Schedule a Personal Demo and Extend Your Trial

Schedule a free 30-minute personal demo with a Strad Pro expert and we'll extend your trial period by an additional month.

“ Strad's Asset Titling and Account Beneficiary review features alone make this an invaluable tool. ”

– Estate Planning Attorney
Schedule A Demo