Software Features
Strad Professional provides a more in-depth understanding of wealth and connects a family’s existing professional advisors,allowing collaboration, greater insight, and uniquely personalized advice.
See all your clients' wealth in one place
A complete picture of wealth is hard to come by when accounts are spread across institutions or only one person knows crucial details. Strad Professional brings together information that’s vital to your client’s well-being—business and financial interests, assets and obligations, even legal and healthcare documents. In one glance, you can visualize everything affecting their wealth.
Firm Management tools that keep your team in the know
Financial advisors, attorneys, and other professionals help manage life’s intricacies. But they often focus on one area of expertise. Strad Professional 2.0 connects all advisors and enables them to offer the services of a traditional family office. They can collaborate, share real-time data, and work together to enrich your clients’ lives.
Your clients can enjoy benefits beyond wealth
Your clients will gain peace of mind knowing their information is secure and accessible for years to come, and from the continuity provided by trusted advisors as their family navigates life’s milestones. In later years, Strad can help them maintain independence while protecting their family’s interests by enabling them to designate a deputy who can access their information, with permission limited or increased as circumstances change.
Type 2 SOC2 audited ensuring safety and security
Strad Professional helps protect your clients from threats like identity theft and unscrupulous advisors, and it ensures their data remains confidential and accessible with advanced security and back-up protocols.
Designed by Advisors, for Advisors
- Financial Advisors
- Attorneys
- Insurance Advisors
- Real Estate Advisors
- Tax Advisors
- Family Offices (Multi- & Single-Family)
Connect with us
Strad Pro is provided through Dow Software
- Dow Software, LLC 8205 Nature’s Way, Suite 219 Lakewood Ranch, FL 34202 USA
- [email protected]
- dowsoftware.com
Dow Software, LLC
8205 Nature’s Way, Suite 219
Lakewood Ranch, FL 34202 USA
dowsoftware.com