Strad Pro turns disconnected tools into a coordinated family office experience in record time. Deliver high-value advice across financial, tax, legal, and insurance, without replacing the software you already run.
Built by advisors, for advisors. See how fast your stack comes together.
Trusted by teams at
Why teams switch
Each app does its job. The gap between them is where client experience falls apart and advisor hours disappear.
The old way
With Strad Pro
Inside the product
Strad Pro sits on top of your existing stack as a coordination layer, so your team gets up and running without a rip-and-replace project.
Packages
Start small and scale as your family office practice grows. Enterprise plans are tailored to your firm.
Good to know
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.
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.
Strad uses AI to clean up data, parse documents, summarize complex information, and flag anomalies or opportunities for you and your team.
Strad's Client Portal gives clients full insight into their family office and into the firm they rely on for advice, all under your brand.
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.
Take the next step
Your tools already hold the data. Strad Pro connects them into one coordinated experience your clients can see, feel, and stay for.
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