Household-Level Visibility
Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantWorks with eMoney, Redtail, Schwab & more
Your entire family office, live in days
Strad Pro connects your existing planning, CRM, and custodian tools into one coordinated workspace. Advisors, CPAs, and attorneys get a single view of every household - without replacing anything.
See how fast your team can adopt Strad Pro.
Inside the product
Everything you need to run a family office
A coordination layer that sits on top of your current tools and turns them into a cohesive experience.
Task & Workflow Management
Keep your team and outside professionals aligned and accountable with built-in workflows and firm management tools.
White-Labeled Client Portal
A secure, accessible portal that gives clients full insight into their family office and your firm.
Multi-Disciplinary Collaboration
Interact with the client's whole advisory team - FAs, attorneys, CPAs, and insurance professionals in one workspace.
Integrated AI
Organize data, parse documents, summarize complex information, and flag anomalies or opportunities automatically.
Rainmaker Lead Generation
One-tap lead capture and professional network building to grow your client base.
The difference
Strad Pro vs. disconnected tools
Strad ProDisconnected tools
Coordinates multi-professional collaboration✓×
Household-level 360-degree view✓×
White-labeled client portal✓×
Works with your existing stack✓×
AI document parsing and anomaly flagging✓×
Governance and responsibility tracking✓×
Family-wide document and workflow hub✓×
Step by step
Adopt in four simple steps
A clear path from first step to measurable outcome.
Connect your tools
Integrate with eMoney, Redtail, Schwab, Wealthbox, and more. Strad Pro complements your stack - no rip-and-replace required.
See the full household
Assets, liabilities, legal documents, family goals, entities, and professional relationships come together in a 360-degree view.
Coordinate the team
Assign tasks, track workflows, and collaborate across advisors, CPAs, attorneys, and insurance professionals with governance built in.
Engage clients
Share a white-labeled portal where clients see their entire family office and the firm managing it.
Pricing
Plans for every practice size
Start at $250/month. Scale up as your client base and team grow.
Starter
$250/month
For solo advisors getting started with family-office coordination.
- ✓ Household-level visibility
- ✓ Task management
- ✓ Client portal
- ✓ Core integrations
Established
$500/month
For growing practices with multiple professionals collaborating.
- ✓ Everything in Starter
- ✓ Multi-disciplinary collaboration
- ✓ Workflow systems
- ✓ AI document parsing
Large Practice
$1,000/month
For teams managing complex family offices with outside professionals.
- ✓ Everything in Established
- ✓ Governance and responsibility tracking
- ✓ Rainmaker lead generation
- ✓ Advanced integrations
Enterprise
Custom
For large firms with custom requirements and scale.
- ✓ Everything in Large Practice
- ✓ Custom integrations
- ✓ Dedicated support
- ✓ Tailored onboarding
Questions
Common questions
What is Strad Pro?+
Strad Pro is a modern planning and practice management platform for financial advisors, CPAs, attorneys, and insurance professionals. It helps you manage clients' family offices with coordinated, high-value advice across every dimension of their financial lives.
How does Strad work with existing tools?+
Strad complements your existing tools - it does not replace them. It is the coordination layer that turns disconnected tools into a cohesive family-office experience.
What AI features does Strad offer?+
Strad uses AI to organize data, parse documents, summarize complex information, and flag anomalies or opportunities.
What is the Client Portal?+
Strad's Client Portal gives clients full insight into their family office and the firm they rely on for advice.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and aggregation. Strad is the virtual family office platform that runs the family once the plan exists - orchestrating tasks, collaboration, governance, and documents across the whole household.
Take the next step
Ready to run your family office in days?
Book a call and see how fast your team can adopt Strad Pro.
Start with Strad→