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.
All plans include an unlimited number of seats for your firm's advisors and support team members
Starter Program
The essentials, perfect for the solo advisor.
250 /mo
- 30 Days Free Trial
- Up to 25 Client Households ($10 per client household)
- Complimentary Marketing Brochures
- Full Family Office Functionality
Established Practice
Most popular
A plan that scales with your rapidly growing business.
499 /mo
- 60 Days Free Trial
- Up to 250 Client Households* ($2 per client household)
- Marketing Brochures As Needed
- White Labeled Brochures**
- Full Family Office Functionality
Large Practice
A plan for a large practice with many client households.
999 /mo
- 90 Days Free Trial
- 1000 Client Households* ($1 per client household)
- Marketing Brochures As Needed
- White Labeled Brochures**
- Full Family Office Functionality
Enterprise
Powerful features and a robust infrastructure for your company.
Custom Pricing
- Unlimited Client Households
- Full Family Office Functionality
- White Labeled Platform
- White Labeled Brochures
* $100 per additional 100 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. ”
