Compliance-Grade Security
SOC 2 Type 2 compliance, bank-level encryption, secure centralized storage, version control, and audit-ready trails.
SOC 2 Type 2 CompliantBank-Level EncryptionAudit-Ready Trails
Run Family Offices on a Platform You Can Trust
Strad Pro unifies client data, documents, and workflows for advisors, CPAs, attorneys, and insurance professionals. Compliance and security are built into every daily workflow.
See how Strad Pro fits your practice in a 20-minute walkthrough.
Capabilities
Security and coordination, built in from day one
Every capability is designed to protect client data while making multi-disciplinary advice practical.
360° Household View
A complete picture of assets, liabilities, entities, legal documents, family goals, and life events in one place.
Multi-Disciplinary Collaboration
Work directly with the client's whole advisory team: financial advisors, CPAs, attorneys, and insurance professionals.
Task and Workflow Management
Keep your team and outside professionals aligned and accountable with clear ownership and governance tracking.
Integrated AI
AI parses documents, summarizes complex data, and flags anomalies or opportunities so nothing slips through.
White-Labeled Client Portal
A secure, permissioned portal giving clients full insight into their family office and the firm advising them.
Strad Business Office
An embedded business office capability for family business management and governance.
Rainmaker
Lead generation and client engagement with one-tap lead capture and professional network building.
Step by step
Keep your tools. Add the coordination layer.
A simple route from setup to steady output.
Connect your existing stack
Strad Pro integrates with the tools you already use: planning, CRM, custodian, and reporting platforms. It complements them, never replaces them.
Unify every household
Client data, documents, entities, and professional relationships come together in one secure, encrypted hub with permissioned views.
Coordinate the whole advisory team
Assign tasks, track governance, and collaborate with CPAs, attorneys, and insurance professionals in one workspace.
Deliver the Family Office Experience
Clients get a white-labeled portal with full visibility, while your firm builds retention and differentiation at any wealth level.
Compare
Model the plan elsewhere. Run the family here.
Strad ProPlanning tools alone
Household task orchestration✓×
Multi-professional collaboration✓×
Governance and responsibility tracking✓×
Family-wide document and workflow hub✓×
Financial planning engine×✓
Account aggregation×✓
Choose a plan
Four plans, one secure platform
Start where your practice is today and scale as your family office offering grows.
Starter
$250/month
For advisors building their first family office offering.
- ✓ Unified client data hub
- ✓ Household view
- ✓ Task management
Established
$500/month
For growing practices coordinating multiple professionals.
- ✓ Everything in Starter
- ✓ Multi-disciplinary collaboration
- ✓ White-labeled client portal
Large Practice
$1,000/month
For firms managing many households and teams.
- ✓ Everything in Established
- ✓ Advanced workflow systems
- ✓ Governance and audit-ready trails
Enterprise
Custom
Tailored for large organizations with specific needs.
- ✓ Everything in Large Practice
- ✓ Custom configuration
- ✓ Dedicated support
FAQ
Questions advisors ask
Take the next step
Give every client the Family Office Experience
See how Strad Pro brings security, coordination, and clarity to your practice.
Book a call→