Assets, entities, documents, family members, and professional relationships in one complete picture.
SOC 2 Type 2 compliantWorks with eMoney, Redtail & SchwabBuilt by financial advisors
Give every client a family office
Strad Pro pulls planning, tax, legal, and insurance into one coordinated hub. Advisors keep their existing tools and finally see the whole household.
Plans start at $250/month.
Trusted by teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Inside the product
One platform to run the whole family office
Strad Pro complements the tools you already use instead of replacing them.
Household-level visibility
Assets, entities, documents, family members, and professional relationships in one complete picture.
Multi-disciplinary collaboration
Work directly with your client's entire advisory team, including FAs, CPAs, and attorneys.
Integrated AI
AI parses documents, summarizes complex data, and flags anomalies or opportunities so nothing slips through.
Security and compliance
SOC 2 Type 2 compliance, bank-level encryption, permissioned views, and audit-ready archiving.
White-labeled client portal
A secure portal that gives clients full insight into their family office and your firm.
Strad Business Office
Family business management and governance embedded directly in the platform.
Rainmaker
Lead generation and client engagement with one-tap lead capture and professional network building.
Firm management tools
Task management, workflow systems, and team awareness across your entire practice.
The case for change
Disconnected tools cost you clients
Client data lives in five systems, coordination happens over endless email, and the client experience looks like everyone else's.
The old way
- ×Client information scattered across disconnected systems
- ×No unified view of the complete household picture
- ×Endless emails between CPAs, attorneys, and advisors
- ×A generic client experience with no differentiation
- ×Fragmented systems and manual processes drain advisor time
With Strad Pro
- +One unified data hub with a 360° household view
- +Task and workflow management keeps every professional aligned and accountable
- +A white-labeled client portal positions you as the family's trusted CFO
- +Multi-disciplinary collaboration across FAs, CPAs, and attorneys
- +AI parses documents, summarizes complex data, and flags anomalies or opportunities
Getting started
From disconnected tools to one family office
A clear path from first step to measurable outcome.
Connect your stack
Strad Pro integrates with your planning, CRM, custodian, and reporting tools like eMoney, Redtail, Schwab, and Orion. Nothing gets replaced.
Unify the household
A unified data hub builds a 360° view of assets, liabilities, legal documents, family goals, and life events.
Coordinate and deliver
Run tasks, workflows, and collaboration across the whole advisory team, and give clients a secure white-labeled portal.
Choose a plan
Four plans, one platform
Start small and grow into the full family office experience.
Starter
$250/month
For advisors getting started with the virtual 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 at scale.
- + Everything in Established
- + Strad Business Office
- + Rainmaker lead generation
Enterprise
Custom
Tailored for large organizations with specific needs.
- + Everything in Large Practice
- + Custom implementation
- + Dedicated support
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 coordinated, high-value experience that builds long-term success.
Does Strad replace my existing tools?+
No. Strad complements your existing tools. It is the coordination layer that turns disconnected tools like eMoney, Redtail, and RightCapital into one cohesive family-office experience.
What AI features does Strad offer?+
Strad uses AI to parse documents, summarize complex data, and flag anomalies or opportunities across client information.
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. It is secure, white-labeled, and accessible.
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 documents and workflows. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
Take the next step
Run the family office your clients deserve
Keep your tools. Add the coordination layer that turns them into a family office experience.
See the platform›