360° Household View
Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantWorks with eMoney, Redtail, Schwab
Run a family office for every client
Strad Pro unifies scattered client data, coordinates your entire advisory team, and delivers a white-labeled family office experience that mass-affluent clients expect from far larger firms.
Inside the product
Everything a family office needs, in one platform
Strad Pro complements your existing planning and CRM tools - it does not replace them.
Task & Workflow Management
Keep your team and outside professionals aligned and accountable with built-in orchestration across every client matter.
Multi-Disciplinary Collaboration
Connect FAs, CPAs, attorneys, and insurance professionals so every advisor works from the same client picture.
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 office solution for family business management and governance within the VFO platform.
Rainmaker Lead Generation
One-tap lead capture and professional network building tool to grow your practice.
Compliance & Governance
SOC 2 Type 2 compliance, bank-level encryption, permissioned views, version control, and audit-ready trails built into daily workflows.
Trusted by advisory teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Process
From disconnected tools to a coordinated family office
A simple route from setup to steady output.
Connect your existing stack
Strad Pro integrates with your planning tools (eMoney, MoneyGuide, RightCapital), CRM (Salesforce, Redtail, Wealthbox), custodians (Schwab, Fidelity, Pershing), and reporting platforms (Orion, Black Diamond, Tamarac).
Unify every client household
Strad pulls data into a single hub, giving you a 360-degree view of assets, liabilities, legal documents, family goals, and life events across all clients.
Coordinate your advisory team
Assign tasks, track workflows, and collaborate with CPAs, attorneys, and insurance professionals so nothing falls through the cracks.
Deliver a white-labeled experience
Clients access a secure, branded portal with full visibility into their family office, reinforcing your firm as their trusted advisor.
$250per month to get started
7+custodian and CRM integrations
360°household view per client
The difference
Use eMoney to model the plan. Use Strad to run the family.
Strad ProDisconnected tools
Unified 360° household view✓×
Multi-professional collaboration✓×
Household task orchestration✓×
Governance and responsibility tracking✓×
Family-wide document and workflow hub✓×
White-labeled client portal✓×
AI document parsing and anomaly detection✓×
SOC 2 Type 2 compliance✓×
Plans
Plans for every practice size
Start with a single advisor and scale to enterprise. No long-term contracts required.
Starter
$250per month
For solo advisors getting started with family office delivery.
- ✓ Unified data hub
- ✓ 360° household view
- ✓ Client portal
- ✓ Core integrations
Established
$500per month
For growing practices coordinating multiple professionals.
- ✓ Everything in Starter
- ✓ Task and workflow management
- ✓ Multi-disciplinary collaboration
- ✓ AI document parsing
Large Practice
$1,000per month
For firms managing complex multi-family operations.
- ✓ Everything in Established
- ✓ Strad Business Office
- ✓ Rainmaker lead generation
- ✓ Advanced governance and audit trails
Enterprise
Custom
For large organizations with custom requirements.
- ✓ 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 advisors manage their clients' family offices with coordinated, high-value advice across every dimension of their financial lives.
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, with a secure, white-labeled experience.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and account aggregation. Strad is a virtual family office platform that orchestrates household tasks, multi-professional collaboration, governance, and family-wide documents. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
Next step
Ready to deliver a family office experience?
Book a call with our team to see how Strad Pro fits your practice.
Book a call»