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If you’re an independent advisor, launching your practice or looking to modernize without a steep upfront investment, you now have a smarter starting point. Strad Launch is the new no-cost entry point into the Strad Pro platform—a professional-grade free advisor CRM tier designed specifically for solo advisors, especially those looking to work with other advisors already using the Strad Pro software.
This isn’t a limited-time trial or stripped-down demo. It’s a powerful way to get started with the exact tools successful advisors use—without the financial pressure of monthly fees or long-term contracts.
What Is Strad Launch?
Strad Launch is the free tier of Strad Pro, giving financial advisors access to the same secure, intuitive platform used by top wealth managers—but with just enough limitations to make it perfect for starting small.
You’ll be able to:
- Create and manage one household
- Collaborate with others using shared access to additional households
- Explore the full Strad experience and upgrade when you’re ready
Think of it as your launchpad into the world of modern, tech-enabled client service. Whether you’re just beginning or trying to test a better system, Strad Launch is your entry into one of the industry’s leading advisor CRMs—at no cost.
Why Start With a Free Tier?
Not every advisor needs to dive into a $250/month CRM solution on day one. Strad Launch offers the flexibility to test features, understand the platform, and build confidence before you invest.
Unlike limited-use trials that expire after 14 or 30 days, Strad Launch doesn’t have a time limit. You can remain on the free tier for as long as you need—and when your practice grows, upgrading to a higher plan is seamless.
This structure gives new advisors time to:
- Test workflows in a real-world setting
- Invite clients or collaborators to engage via the platform
- Experience the benefits of a secure client portal and digital family office environment
- Learn the ins and outs of Strad’s tools without risk
What Makes Strad Launch the Best Free Advisor CRM Tier?
Strad Launch isn’t a watered-down version of a more capable product. It’s part of a larger, enterprise-ready system that scales with you. That means from day one, you’re working in a real, professional environment—just limited to one managed household.
Key Highlights
- Secure, white-labeled client portal Give your first client the kind of experience you’d expect from a top-tier advisory firm—with secure messaging, document uploads, and dashboards.
- Real-time collaboration Even in the free tier, you can collaborate with CPAs, attorneys, or co-advisors by sharing access to households where you’re not the primary manager.
- Data stays with you When you upgrade from Strad Launch, all your work and client information transfers directly. No duplication, no re-entry, no friction.
Who Should Use Strad Launch?
Strad Launch is ideal for:
- Solo advisors just starting out
- Advisors evaluating CRM platforms
- Part-time or consulting advisors serving a limited number of households
- Professionals who want to try a free advisor CRM that actually works like a premium platform
It’s also great for industry professionals who want to see what it’s like to collaborate within a family office-style structure, without investing in a full platform up front.
Ready to Launch?
Starting your advisory practice—or leveling up your tech stack—doesn’t have to be expensive. With Strad Launch, you can explore the power of Strad Pro’s advisor-focused platform at your own pace, without any pressure to upgrade.
And when you’re ready, you can choose a pricing tier that fits your firm’s growth, from the Starter plan ($250/month for 15 households) to custom enterprise solutions.
Strad Launch gives you everything you need to begin—except the invoice.