Household-Level Visibility
Complete picture of assets, entities, documents, family members, and professional relationships in one unified view.
SOC 2 Type 2 CompliantWorks with eMoney, Redtail, Schwab
One platform for every client's family office
Coordinate advisors, CPAs, attorneys, and insurance professionals around a single source of truth. Strad Pro connects your existing tools instead of replacing them.
Plans start at $250/month
Trusted by advisory teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
$250per month starting plan
12+native integrations with your stack
5advisor disciplines coordinated
SOC 2Type 2 compliance and bank-level encryption
What it does
Everything a family office needs, in one coordination layer
Strad Pro sits on top of your planning, CRM, and custodian tools - turning disconnected software into a cohesive family-office experience.
Task & Workflow Management
Keep your team and outside professionals aligned and accountable with structured workflows and responsibility tracking.
Multi-Disciplinary Collaboration
Connect the client's entire advisory team - FAs, CPAs, attorneys, and insurance professionals - on a single platform.
Integrated AI
AI streamlines data, parses documents, summarizes complex information, and flags anomalies or opportunities for you.
Secure Client Portal
White-labeled portal gives clients full insight into their family office and the firm they rely on for advice.
Strad Business Office
Embedded business management and governance tools for family business operations within the VFO platform.
Rainmaker Lead Generation
One-tap lead capture and professional network building to grow your practice and engage new clients.
Compliance & Governance
SOC 2 Type 2 compliance, bank-level encryption, version control, compliance-ready archiving, and audit-ready trails built into daily workflows.
The case for change
Disconnected tools cost you clients
Client information scattered across systems, endless email threads between professionals, and no unified household view. Strad Pro fixes all three.
Before Strad Pro
- ×Client data spread across disconnected systems with no unified household view
- ×Coordination chaos: endless emails between CPAs, attorneys, and advisors
- ×Fragmented manual processes drain advisor hours every week
- ×Generic client experience with no differentiation from competitors
- ×Cross-selling opportunities lost in disconnected workflows
With Strad Pro
- +360-degree household view: assets, entities, documents, family members, and professional relationships in one place
- +Task and workflow management keeps the whole advisory team aligned and accountable
- +AI parses documents, summarizes complex data, and flags anomalies or opportunities automatically
- +White-labeled client portal positions your firm as a trusted CFO for every family
- +Multi-disciplinary collaboration connects FAs, attorneys, CPAs, and insurance pros on one platform
Your path
From disconnected tools to a coordinated family office
From first touch to real results, without the guesswork.
Connect your existing stack
Integrate with planning tools like eMoney and MoneyGuide Pro, CRMs like Redtail and Wealthbox, and custodians like Schwab, Fidelity, and Pershing. Strad complements them, not replaces them.
Build the 360-degree household view
Pull assets, liabilities, legal documents, family goals, entities, and professional relationships into one unified data hub with AI-assisted document parsing.
Coordinate the whole advisory team
Assign tasks, track responsibilities, and collaborate across FAs, CPAs, attorneys, and insurance professionals with embedded governance and audit trails.
Deliver a white-labeled client experience
Give clients a secure portal with full visibility into their family office, positioning your firm as their trusted CFO.
Plans
Plans for every practice size
Start coordinating your family offices today. No hidden fees.
Starter
$250month
For solo advisors getting started with family office coordination.
- + Household-level visibility
- + Task and workflow management
- + Client portal
- + Core integrations
Established
$500month
For growing practices serving multiple family offices.
- + Everything in Starter
- + Multi-disciplinary collaboration
- + AI document parsing
- + Advanced integrations
Large Practice
$1,000month
For teams managing complex multi-family operations.
- + Everything in Established
- + Strad Business Office
- + Rainmaker lead generation
- + Governance and compliance workflows
Enterprise
Custom
For large firms with custom requirements and scale.
- + Everything in Large Practice
- + Custom integrations
- + Dedicated support
- + Tailored onboarding
Good to know
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 to reinforce 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 management. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
Get started
Ready to deliver a family office experience?
Book a call with our team to see how Strad Pro coordinates your advisory practice.
Book a call