Bank-level encryption, secure centralized storage, version control, and compliance-ready archiving keep every document and interaction protected.
SOC 2 Type 2 CompliantBank-Level Encryption
Secure family office coordination, built to last
Strad Pro unifies your clients' financial, tax, legal, and insurance data in one compliant platform. Coordinate every professional on the account with confidence and control.
Talk to the team about your practice
Trusted by advisory teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Capabilities
Built for trust, designed for coordination
Every feature reinforces a single promise: your clients' data is secure, organized, and actionable.
SOC 2 Type 2 Security
Bank-level encryption, secure centralized storage, version control, and compliance-ready archiving keep every document and interaction protected.
360-Degree Household View
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, CPAs, attorneys, and insurance professionals - in one governed environment.
Integrated AI
AI parses documents, summarizes complex data, and flags anomalies or opportunities so nothing slips through the cracks.
White-Labeled Client Portal
Secure, accessible portal gives clients full insight into their family office and reinforces your firm as their trusted CFO.
Why teams switch
Disconnected tools put client trust at risk
When client data lives across five systems and coordination happens over email, nothing is auditable and everything is fragile.
Step by step
From scattered to secure in three steps
A simple route from setup to steady output.
Connect your existing tools
Strad Pro integrates with your CRM, planning, custodian, and reporting tools - eMoney, Redtail, Salesforce, Schwab, Fidelity, Pershing, Orion, and more. It complements them, never replaces them.
Unify the household
Strad Pro pulls data into a single secure hub, giving you a 360-degree view of every client's assets, entities, documents, and professional relationships.
Coordinate with confidence
Assign tasks, track governance, collaborate with outside professionals, and deliver a white-labeled client experience - all within a SOC 2 Type 2 compliant environment.
Choose a plan
Plans for every practice size
Start with what you need today and scale as your client base grows.
Starter
$250/month
For solo advisors building their family office offering.
- ✓ Unified data hub
- ✓ 360-degree household view
- ✓ Client portal
- ✓ Core integrations
Established
$500/month
For growing practices coordinating multiple professionals.
- ✓ Everything in Starter
- ✓ Task & workflow management
- ✓ Multi-disciplinary collaboration
- ✓ AI document parsing
Large Practice
$1,000/month
For firms managing complex multi-family operations.
- ✓ Everything in Established
- ✓ Governance & responsibility tracking
- ✓ Advanced permissioned views
- ✓ Strad Business Office
Enterprise
Custom
For large organizations with custom requirements.
- ✓ Everything in Large Practice
- ✓ Custom integrations
- ✓ Dedicated support
- ✓ Rainmaker lead generation tool
FAQ
Questions advisors ask before switching
Take the next step
Give your clients a family office they can trust
Book a call to see how Strad Pro brings security, coordination, and clarity to every household you serve.
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