Household-Level Visibility
Assets, entities, documents, family members, and professional relationships in one complete picture.
SOC 2 Type 2 compliantWorks with eMoney, Redtail & moreFrom $250/month
Run the Family Office, Not the Email Chain
Strad Pro coordinates every advisor, CPA, attorney, and document in one household view. Deliver a family-office experience to clients at any wealth level.
See how Strad fits your practice in a 20-minute walkthrough.
Trusted by teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Features
One platform for the whole household
Strad Pro is the coordination layer that sits on top of the tools you already use, turning them into a single family-office experience.
Multi-Disciplinary Collaboration
Work directly with the client's whole advisory team: FAs, CPAs, attorneys, and insurance professionals in one workspace.
Task & Workflow Management
Keep your team and outside professionals aligned and accountable with structured workflows and clear responsibility tracking.
Integrated AI
AI parses documents, cleans up data, summarizes complex information, and flags anomalies or opportunities worth your attention.
White-Labeled Client Portal
A secure, branded portal where clients see their full family office and the firm behind their advice.
Strad Business Office
Embedded business office capability for family business management and governance alongside the family's personal wealth.
Rainmaker Lead Generation
One-tap lead capture and professional network building to grow the practice while you serve existing households.
Comprehensive Client Insights
Full view of client assets, liabilities, legal documents, family goals, and life events as they change.
The shift
Your clients' wealth is coordinated. Your tools are not.
Advisors, CPAs, and attorneys all touch the same household, yet each works from a different system. The gaps show up as missed deadlines, generic service, and clients who quietly drift away.
The old way
- ×Client information scattered across disconnected systems
- ×No complete household picture: assets, entities, documents, and family members live in separate places
- ×Coordination chaos: endless email threads between CPAs, attorneys, and advisors
- ×A client experience indistinguishable from the firm down the street
- ×Fragmented systems and manual processes drain advisor hours every week
The Strad Pro way
- +One unified data hub with a 360° household view
- +Task and workflow management that keeps your team and outside professionals accountable
- +A white-labeled client portal that positions you as the family's trusted CFO
- +Multi-disciplinary collaboration across the client's entire advisory team
- +AI that parses documents, summarizes complex data, and flags anomalies and opportunities
Your path
From disconnected tools to one family office
A simple route from setup to steady output.
Connect your existing stack
Strad Pro integrates with the tools you already run: eMoney, RightCapital, MoneyGuide Pro, Redtail, Wealthbox, Salesforce, and custodian platforms like Schwab, Fidelity, and Pershing. It complements them, never replaces them.
Unify every household
Client data, documents, entities, and professional relationships flow into one 360° household view. AI parses documents and flags anomalies so nothing slips through.
Coordinate and deliver
Run tasks and workflows across the full advisory team, track governance and responsibilities, and give clients a secure white-labeled portal into their entire family office.
Plans
Four plans, one platform
Start small and scale as your book of family offices grows. Full pricing details at strad.com/pricing.
Starter
$250/month
For solo advisors bringing family-office service to their first households.
- + Unified household view
- + Task and workflow management
- + Client portal
Established
$500/month
For growing practices coordinating multiple professionals per client.
- + Everything in Starter
- + Multi-disciplinary collaboration
- + Integrated AI document parsing
Large Practice
$1,000/month
For firms running full virtual family offices across many households.
- + Everything in Established
- + Strad Business Office
- + Governance and audit-ready trails
Enterprise
Custom
For organizations that need tailored configuration and support.
- + Everything in Large Practice
- + Custom implementation
- + Dedicated support
Answers
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 a coordinated, high-value experience across every dimension of their wealth.
Does Strad replace my existing tools?+
No. Strad complements the tools you already use. It is the coordination layer that turns disconnected planning, CRM, and aggregation tools into one cohesive family-office experience.
What AI features does Strad offer?+
AI helps clean up data, parse documents, summarize complex information, and flag anomalies or opportunities that deserve your attention.
What is the Client Portal?+
The Client Portal gives clients full insight into their family office and the firm they rely on for advice, all under your brand.
What is the difference between Strad and eMoney?+
eMoney is a financial planning and aggregation engine. Strad is a virtual family office platform. Use eMoney to model the plan; use Strad to run the family once the plan exists, with task orchestration, multi-professional collaboration, governance tracking, and a family-wide document hub.
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.
Ready when you are
Give every client the family-office experience
Coordinate advice, documents, and professionals across every dimension of client wealth. Plans start at $250/month.
Book a call