Strad Features
As a Virtual Family Office Platform for Professional Advisors, Strad's feature set is designed to improve your productivity, enable you to provide a more comprehensive service, and position you as the leader in your market.
Built for Advisors
Everything You Need to Elevate your Advisory Practice
Your clients don't just need investment advice — they need someone to coordinate their entire financial ecosystem. Strad gives you the tools to manage households holistically, collaborate with outside professionals, and deliver the kind of service that was once reserved for ultra-high-net-worth family offices.
Household-Level Visibility
See the complete picture: assets, entities, documents, family members, and professional relationships in one place.
Seamless Coordination
Task management and workflows that keep your team and outside professionals aligned and accountable.
Client-Facing Excellence
A portal that gives your clients peace of mind and positions you as their trusted CFO.
Get the Full Feature Overview
Download our comprehensive guide to see how Strad transforms the way advisors manage high-net-worth households, coordinate professionals, and deliver a true virtual family office experience.
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20+ features detailed
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Architecture & integration overview
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Real-world use cases
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Implementation roadmap
Ready to Transform Your Business?
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Your brand. Your advisors. Your families. All operating in one connected ecosystem.
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