Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantWorks with eMoney, Redtail, Schwab
Stop coordinating client wealth through email chains
Strad Pro unifies financial, tax, legal, and insurance advice into one virtual family office. Your clients get a single, white-labeled view of everything you manage for them.
Plans start at $250/month
Trusted by advisory teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Features
Everything an advisor needs to run a family office
Strad Pro sits on top of your existing stack as a coordination layer - it connects, not replaces.
Household-Level Visibility
Complete picture of assets, entities, documents, family members, and professional relationships in one place.
Task & Workflow Management
Keep your team and outside professionals aligned and accountable with structured workflows and governance tracking.
Multi-Disciplinary Collaboration
Interact with the client's entire advisory team - FAs, attorneys, CPAs, and insurance professionals - in one workspace.
White-Labeled Client Portal
Give clients full insight into their family office and the firm they rely on for advice, under your brand.
Integrated AI
AI streamlines data, parses documents, summarizes complex information, and flags anomalies or opportunities for you.
Strad Business Office
Embedded business office solution for family business management and governance within the VFO platform.
Rainmaker Lead Generation
One-tap lead capture and professional network building tool to grow your client base.
Security & Compliance
SOC 2 Type 2 compliance, bank-level encryption, secure centralized storage, version control, compliance-ready archiving, and audit-ready trails.
The shift
Client information is everywhere. Your team is nowhere on the same page.
Advisors, CPAs, attorneys, and insurance pros work in silos. Documents live in inboxes. Tasks fall through cracks. Clients notice.
Before Strad Pro
- ×Client data scattered across disconnected systems with no single source of truth
- ×Endless email threads between CPAs, attorneys, and advisors to coordinate basic tasks
- ×No unified household view - assets, entities, and family relationships live in separate places
- ×Generic client experience with no differentiation from competitors
- ×Fragmented systems and manual processes drain advisor hours every week
With Strad Pro
- +One unified data hub aggregates every client asset, liability, document, and family relationship
- +Task management and workflows keep your entire advisory team aligned and accountable
- +360-degree household view shows the complete picture in one screen
- +White-labeled client portal positions your firm as a trusted family CFO
- +AI parses documents, summarizes complex data, and flags anomalies or opportunities automatically
The flow
Connect your stack. Coordinate your team. Deliver the family office experience.
A clear path from first step to measurable outcome.
Connect your existing tools
Strad Pro integrates with your CRM, planning, custodian, and reporting tools - eMoney, Redtail, Schwab, Fidelity, Pershing, Salesforce, Wealthbox, and more. It complements them, not replaces them.
Unify client data into one hub
AI aggregates and parses documents, building a 360-degree household view across all wealth dimensions - financial, tax, legal, and insurance.
Coordinate your advisory team
Assign tasks, track workflows, and collaborate with CPAs, attorneys, and insurance pros in one shared workspace with governance and responsibility tracking.
Deliver a white-labeled client portal
Clients get a secure, branded view of their entire family office - assets, documents, tasks, and the professionals working on their behalf.
4Wealth dimensions coordinated: financial, tax, legal, insurance
12+Integrations with custodian, CRM, planning, and reporting tools
$250Starting price per month for a full virtual family office
Packages
Four plans for every practice size
Start with a single advisor and scale to enterprise. No hidden fees.
Starter
$250/month
For solo advisors building their first virtual family office.
- + Unified data hub
- + Household-level visibility
- + Client portal
- + Core integrations
Established
$500/month
For growing teams coordinating multiple professionals.
- + Everything in Starter
- + Task & workflow management
- + Multi-disciplinary collaboration
- + AI document parsing
Large Practice
$1,000/month
For established firms managing many family offices.
- + Everything in Established
- + Strad Business Office
- + Rainmaker lead generation
- + Advanced governance tracking
Enterprise
Custom
For large organizations with custom requirements.
- + Everything in Large Practice
- + Custom integrations
- + Dedicated support
- + Tailored onboarding
Answers
Common questions about Strad Pro
What is Strad Pro?+
Strad Pro is a modern planning and practice management platform for financial advisors, CPAs, attorneys, and insurance professionals. It helps professional advisors manage their clients' family offices with a powerful Family Office solution that builds long-term success.
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 help streamline data, parse documents, summarize complex data, and flag anomalies or opportunities for advisors.
What is the Client Portal?+
Strad's Client Portal gives clients full insight into their family office and the firm on which they rely for advice. It is white-labeled with your brand.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and account aggregation. Strad is a virtual family office platform that coordinates household tasks, multi-professional collaboration, governance, and family-wide documents. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
Take the next step
Ready to deliver a family office experience?
Book a call with the Strad Pro team and see how it fits your practice.
Book a call→