Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantWorks with eMoney, Redtail, Schwab & more
Run a family office in days, not months
Strad Pro connects your planning, CRM, and custodian tools into one coordinated family-office experience. Your clients get a white-labeled portal. Your team gets a single source of truth.
Plans start at $250/month. No tool replacement required.
Trusted by advisory teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
$250per month to start
16+integrations with your existing stack
360°household view in one dashboard
SOC 2Type 2 compliance built in
Inside the product
Everything you need to deliver a family-office experience
Strad Pro sits on top of your existing tools and coordinates them into one workflow.
Why teams switch
Disconnected tools slow you down
Your clients expect a family-office experience. Your tech stack gives them email chains and scattered documents.
The old way
- ×Client information spread across disconnected systems with no unified household view
- ×Endless emails between CPAs, attorneys, and advisors to coordinate basic tasks
- ×Fragmented systems and manual processes drain advisor hours every week
- ×Generic client experience with no differentiation from competitors
- ×Cross-selling potential lost in disconnected workflows
With Strad Pro
- ✓One unified data hub shows every asset, entity, document, and family relationship in a 360° household view
- ✓Task management and workflows keep your team and outside professionals aligned and accountable
- ✓AI parses documents, summarizes complex data, and flags anomalies or opportunities automatically
- ✓White-labeled client portal delivers a trusted CFO-level experience under your brand
- ✓Multi-disciplinary collaboration connects FAs, attorneys, CPAs, and insurance professionals in one place
Process
Live in three steps
A simple route from setup to steady output.
Connect your existing tools
Strad Pro integrates with eMoney, Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Pershing, Orion, and more. No rip-and-replace.
Strad coordinates the data
AI consolidates documents, parses data, and builds a unified 360° household view across every connected system.
Deliver the family-office experience
Launch a white-labeled client portal, assign tasks across the advisory team, and govern workflows with audit-ready trails.
Packages
Plans for every practice size
Start coordinating your family-office experience today. No tool replacement required.
Good to know
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 parse documents, summarize complex data, and flag anomalies or opportunities so your team can act faster.
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. It is white-labeled to carry your brand.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and account aggregation. Strad is the virtual family office platform that orchestrates household tasks, multi-professional collaboration, governance, and family-wide document workflows. 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?
Connect your existing tools and start coordinating client wealth in days. Plans start at $250/month.
Get started→