A complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantWorks with eMoney, Redtail & MorePlans from $250/month
Give Every Client a Family Office
Strad Pro is the coordination layer that connects your planning, CRM, and custodian tools into one virtual family office. Deliver high-value advice across financial, tax, legal, and insurance - at any wealth level.
Four plans, starting at $250/month. No need to replace the tools you already use.
Trusted by teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
The case for change
Your clients' wealth is coordinated. Your tools aren't.
Advisors, CPAs, attorneys, and insurance professionals all touch the same client - but rarely the same system. Strad Pro fixes that.
The old way
- ×Client information scattered across disconnected systems
- ×No unified view of the full household picture
- ×Coordination chaos: endless emails between CPAs, attorneys, and advisors
- ×A generic client experience that looks like every competitor
- ×Fragmented systems and manual processes drain advisor time
With Strad Pro
- +One unified data hub with a 360° household view of assets, entities, documents, and family members
- +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
What it does
One platform to run the whole family office
Strad Pro complements the tools you already pay for - it coordinates them into a single client experience.
Household-Level Visibility
A complete picture of assets, entities, documents, family members, and professional relationships in one place.
Multi-Disciplinary Collaboration
Work directly with the client's whole advisory team - financial advisors, CPAs, attorneys, and insurance professionals.
Integrated AI
AI parses documents, summarizes complex data, and flags anomalies or opportunities so nothing slips through.
Security & Compliance
SOC 2 Type 2 compliance, bank-level encryption, permissioned views, version control, and audit-ready archiving.
White-Labeled Client Portal
A secure, branded portal giving clients full insight into their family office and the firm advising them.
Strad Business Office
Family business management and governance embedded directly in the VFO platform.
Rainmaker
Lead generation and client engagement with one-tap lead capture and professional network building.
Task & Workflow Management
Keep your team and outside professionals aligned and accountable with structured workflows.
Your path
From disconnected tools to one family office
From first touch to real results, without the guesswork.
Connect your existing stack
Strad Pro integrates with the tools you already use - eMoney, Redtail, RightCapital, MoneyGuide Pro, Schwab, Fidelity, Pershing, and more. Nothing gets replaced.
Unify every household
Client data flows into one hub with a 360° view of assets, liabilities, legal documents, family goals, and life events.
Coordinate the whole advisory team
Assign tasks, track workflows, and collaborate with CPAs, attorneys, and insurance professionals in one place - with governance and responsibility tracking.
Deliver the family office experience
Clients get a secure, white-labeled portal with full insight into their family office and your firm.
Plans
Four plans, one platform
Start small and grow into the full virtual family office. Full pricing details at strad.com/pricing.
Starter
$250/month
For advisors getting started with the family office experience.
- + Virtual family office platform
- + Unified data hub
- + Client portal
Established
$500/month
For growing practices coordinating multiple professionals.
- + Everything in Starter
- + Task & workflow management
- + Multi-disciplinary collaboration
Large Practice
$1,000/month
For firms managing many client family offices at scale.
- + Everything in Established
- + Firm management tools
- + Governance & audit-ready trails
Enterprise
Custom
Custom pricing for larger organizations.
- + Everything in Large Practice
- + Custom setup
Good to know
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 powerful Family Office solution built for 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 clean up data, parse documents, summarize complex information, and flag anomalies or opportunities.
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 - secure, accessible, and white-labeled to your brand.
What is the difference between Strad and eMoney?+
eMoney is a financial planning and aggregation tool. Strad is a virtual family office platform. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
Get started
Run every client like a family office
Keep the tools you use. Add the coordination layer your clients are missing. Plans start at $250/month.
See the platform