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.

Straightforward and Predictable

All plans include an unlimited number of seats for your firm's advisors and support team members

Strad Launch

Always free. No expiration. No credit card required. Perfect for getting started with Strad professional's tools—whether for your own family or collaborating with others.

FREE

  • Create and Manage 1 Household
  • Unlimited Shared Access to Other Households
  • Upgrade to High-Capacity Tiers as Needed
Sign Up Now — Free

Starter Program

Most popular

The essentials, perfect for the solo advisor.

250 /mo

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

Growing Practice

A plan that scales with your rapidly growing business.

499 /mo

  • 60 Days Free Trial
  • Up to 250 Client Households*
  • Marketing Brochures As Needed
  • White Labeled Marketing Brochures**
  • Full Family Office Functionality
Start Free Trial

Large Practice

A plan for a large practice with many client households.

999 /mo

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

* $75 per additional 50 households, as needed
** Available at additional cost

Enterprise

Powerful features and a robust infrastructure for your company.

What's Included

  • 90 Days Free Trial
  • Unlimited Client Households
  • Full Family Office Functionality
  • White Labeled Platform
  • White Labeled Marketing Brochures**
  • Consulting for Strategic Marketing Positioning

Custom Pricing

Start Free Trial

Invoices and receipts available for easy company reimbursement

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