Assets, entities, documents, family members, and professional relationships in one complete picture, including liabilities, legal documents, family goals, and life events.
SOC 2 Type 2 compliantWorks with eMoney, Redtail & SchwabBuilt by financial advisors
The family office platform your team already knows how to use
Strad Pro sits on top of the tools you run today and turns them into one coordinated family office. No rip-and-replace, no months of retraining.
Built by advisors, for advisors. Live in four plan tiers starting at $250/month.
The case for change
Your client data is fine. It is just everywhere.
Most advisory teams do not need another planning engine. They need one place where the whole household, and every professional around it, comes together.
The old way
- ×Client information scattered across disconnected systems
- ×No unified view of the complete household picture
- ×Endless email chains between CPAs, attorneys, and advisors
- ×A client experience that looks like every competitor's
- ×Fragmented systems and manual processes draining advisor time
With Strad Pro
- ✓One unified data hub with a 360° household view
- ✓Task and workflow management that keeps everyone accountable
- ✓Multi-disciplinary collaboration across the client's entire advisory team
- ✓A white-labeled client portal that positions you as the family's CFO
- ✓AI that parses documents, summarizes complex data, and flags anomalies and opportunities
Inside the product
Simple to adopt. Deep where it counts.
Strad Pro complements your existing planning, CRM, and aggregation tools instead of replacing them, so your team gets value from day one.
Household-Level Visibility
Assets, entities, documents, family members, and professional relationships in one complete picture, including liabilities, legal documents, family goals, and life events.
Coordination Layer
Connects eMoney, Redtail, RightCapital, MoneyGuide Pro, and custodian tools like Schwab, Fidelity, and Pershing into one cohesive experience.
Multi-Disciplinary Collaboration
Work directly with the client's whole advisory team: financial advisors, CPAs, attorneys, and insurance professionals, with governance and responsibility tracking.
Integrated AI
AI parses documents, cleans up data, summarizes complex information, and flags anomalies or opportunities you might otherwise miss.
White-Labeled Client Portal
A secure, branded portal giving clients full insight into their family office and the firm they rely on for advice.
Strad Business Office & Rainmaker
Family business management and governance inside the platform, plus one-tap lead capture and professional network building for growth.
Trusted by teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Step by step
Up and running without starting over
A clear path from first step to measurable outcome.
Connect your existing stack
Strad Pro integrates with the planning, CRM, custodian, and reporting tools you already use, from eMoney and Redtail to Schwab, Salesforce, and Orion.
See the whole household
Data flows into a unified hub with a 360° view of every client family: assets, entities, documents, goals, and the professionals around them.
Coordinate the team
Assign tasks, run workflows, and collaborate with CPAs, attorneys, and insurance professionals in one place, with governance and responsibility tracking.
Deliver the family office experience
Clients get a secure, white-labeled portal with full visibility into their family office, at any wealth level.
Pricing
Four plans, one platform
Start small and grow into the full family office experience. Full details at strad.com/pricing.
Starter
$250/month
For advisors getting started with the virtual family office model.
- ✓ Unified data hub
- ✓ 360° household view
- ✓ Task and workflow management
Established
$500/month
For growing practices coordinating multiple professionals per client.
- ✓ Everything in Starter
- ✓ Multi-disciplinary collaboration
- ✓ White-labeled client portal
Large Practice
$1,000/month
For firms managing many households and larger teams.
- ✓ Everything in Established
- ✓ Firm management tools
- ✓ Strad Business Office
Enterprise
Custom
Tailored for organizations with custom needs.
- ✓ Everything in Large Practice
- ✓ Custom pricing
- ✓ Dedicated setup
Questions
Questions advisors ask
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 your clients' family offices with coordinated, high-value advice that builds long-term success.
Does Strad replace my existing tools?+
No. Strad complements the tools you already use. 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 clean up data, parse documents, summarize complex information, and flag anomalies or opportunities for you and your team.
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, under your own brand.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and account aggregation. Strad is the virtual family office platform: household task orchestration, multi-professional collaboration, governance tracking, and a family-wide document and workflow hub. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
Is Strad secure and compliant?+
Yes. Strad Pro is SOC 2 Type 2 compliant with bank-level encryption, secure centralized storage, version control, compliance-ready archiving, permissioned views, and audit-ready trails built into daily workflows.
Take the next step
Give every client the family office experience
Keep your tools. Add the coordination layer your team and your clients have been missing.
Book a call→