Assets, entities, documents, family members, and professional relationships in one complete picture.
SOC 2 Type 2 compliantKeeps your current toolsWhite-labeled client portal
Family office experience, without replacing your tools
Strad Pro sits on top of the software you already run. Advisors, CPAs, attorneys, and clients get one shared view of every household, with no migration project required.
A short call with the team behind Strad Pro, built by advisors for advisors.
Inside the product
Everything a family office needs, in one place
Strad Pro is a virtual family office operating system: coordination, visibility, and client experience, all working together from day one.
Household-level visibility
Assets, entities, documents, family members, and professional relationships in one complete picture.
Coordination layer
Connects your planning, CRM, and aggregation tools into one cohesive family-office experience instead of replacing them.
Multi-disciplinary collaboration
Work directly with the client's whole advisory team: financial advisors, CPAs, attorneys, and insurance professionals.
Integrated AI
Parses documents, summarizes complex data, and flags anomalies or opportunities so nothing slips through.
White-labeled client portal
A secure, branded portal giving clients full insight into their family office and the firm they rely on.
Security and compliance
SOC 2 Type 2 compliance, bank-level encryption, permissioned views, version control, and audit-ready archiving.
Trusted by teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Step by step
Up and running without a rip-and-replace project
A clear path from first step to measurable outcome.
Connect your existing stack
Strad Pro integrates with the custodian, CRM, planning, and reporting tools you already use, from Schwab and Pershing to Redtail and eMoney.
See the whole household
A unified data hub and 360° view pull assets, liabilities, legal documents, family goals, and life events into one place.
Coordinate every professional
Tasks, workflows, and shared document hubs keep advisors, CPAs, attorneys, and outside professionals aligned and accountable.
Deliver the family office experience
Clients get a secure, white-labeled portal with full visibility into their family office, at any wealth level.
Pricing
Four plans, one platform
Start where your practice is today and scale as your family office grows.
Starter
$250/month
For advisors getting started with the family office model.
- ✓ Unified data hub
- ✓ 360° household view
- ✓ Client portal
Established
$500/month
For growing practices coordinating multiple professionals.
- ✓ Everything in Starter
- ✓ Task and workflow management
- ✓ Multi-disciplinary collaboration
Large Practice
$1,000/month
For firms managing many client family offices.
- ✓ Everything in Established
- ✓ Business Office solution
- ✓ Advanced governance and reporting
Enterprise
Custom
Tailored for large teams with specific needs.
- ✓ Everything in Large Practice
- ✓ Custom onboarding
- ✓ Dedicated support
Questions
Questions advisors ask first
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 clients' family offices with a coordinated, high-value experience across every dimension of their wealth.
Do I have to replace my current tools?+
No. Strad Pro complements your existing tools rather than replacing them. It is the coordination layer that turns disconnected software into one cohesive family-office experience.
What AI features does Strad Pro offer?+
Strad Pro uses AI to parse documents, summarize complex data, and flag anomalies or opportunities, so your team spends less time digging through files and more time advising.
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 own white-labeled brand.
How is Strad Pro different from eMoney?+
eMoney is strong at cash-flow-based planning and account aggregation. Strad Pro handles household task orchestration, multi-professional collaboration, governance tracking, and the family-wide document and workflow hub. Use eMoney to model the plan. Use Strad Pro to run the family once the plan exists.
Take the next step
Bring the whole family office into one place
Keep your tools. Keep your team. Add the coordination layer that ties it all together.
Book a call→