Household Management
Organize families, entities, relationships, accounts, and important contacts in one centralized view.
Virtual Family Office Platform
Deliver a Family Office Experience to Every Client.
Today's clients expect more than investment management. They expect an advisor who understands their entire financial life. Strad helps advisors deliver a connected, family office-inspired experience by bringing planning, portfolios, documents, communication, and household management together in one platform.
Why It Matters
The Best Client Experiences Go Beyond the Portfolio.
Investment performance is no longer the primary differentiator. The firms building stronger relationships are the ones helping clients organize, coordinate, and simplify every aspect of their financial lives.
That's the experience traditionally associated with family offices.
Now it's possible to deliver that same level of organization and connection to every client.
More Than Investments
Help clients organize the complete picture of their
financial lives.
Connected Information
Bring relationships, assets, documents, and planning together.
Better Conversations
Give advisors the context needed for more meaningful engagement.
Stronger Relationships
Create a client experience that supports every stage of life.
What Strad Does
One Platform for the Entire Client Relationship.
Strad brings together the people, information, and workflows that surround your client—not just their investments.
Instead of jumping between disconnected systems, everything lives in one connected platform that supports better conversations, stronger relationships, and a more holistic client experience.
Connected Financial Life
Bring investments, insurance, banking, trusts, businesses, real estate, and planning together in one place.
Family Governance
Keep important conversations, goals, responsibilities, and long-term planning organized across generations.
Secure Document Center
Give clients one secure location for estate documents, tax returns, insurance policies, wills, trusts, and more.
Client Portal
Provide clients with a modern digital experience that keeps everything accessible, organized, and connected.
Advisor Workspace
Manage tasks, communications, meetings, and workflows without leaving the platform.
Connected. Organized. Accessible.
The Difference
Deliver More Than Investment Management.
Because every client deserves a family office experience.
Traditional Advisory Experience
The Virtual Family Office Experience with Strad
Focused on the client's complete financial life
One connected platform
Proactive organization and collaboration
Everything connected in one experience
Complete household visibility
Ongoing engagement and coordination
Long-Term Value
Deliver the Experience Clients Never Outgrow.
Markets fluctuate. Investment strategies evolve. Life never stands still.
But an advisor who helps clients organize, coordinate, and simplify their entire financial lives becomes valuable in every season. When your role extends beyond investments, your value becomes harder to compare and even harder to replace.
Strad gives you one connected platform to deliver that experience, helping you build lasting relationships, earn more referrals, increase retention, and grow your practice over time.
Deeper Relationships
Become a more valuable part of each client's financial life.
Stronger Retention
Deliver an experience that becomes difficult to replace.
More Referrals
Create an experience clients are more likely to recommend.
Scalable Growth
Expand your value without adding disconnected technology.
Built for Advisors
Built for Modern Advisory Firms
Whether you serve growing families, business owners, retirees, or multi-generational households, Strad gives you the tools to create a more organized, collaborative, and connected client experience.
6+
Years in Business
2K+
Households Supported
$2B+
Assets Managed
A Better Client Experience
Every Client Deserves a Family Office Experience.
Create the experience clients expect and the relationships that last.
Today clients expect more than performance reports and quarterly reviews. See how Strad helps you deliver a family office-inspired experience that deepens relationships, drives referrals, strengthens retention, and sets your firm apart.
See how Strad helps you deliver a family office-inspired experience that deepens relationships, drives referrals, strengthens retention, and sets your firm apart.
Available now
Ready to Transform Your Business?
Speak with a Strad Expert
Your brand. Your advisors. Your families. All operating in one connected ecosystem.
Welcome to Strad!
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Bank-Level Encryption
Dedicated Support
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