Money Management

Pricing

Whether you're just starting out or running an enterprise-level practice, our flexible pricing structure will allow you to unlock Strad's full power to take your business to the next level.

Straightforward and Predictable

All plans include an unlimited number of seats for your firm's advisors and support team members

Starter Program

The essentials, perfect for the solo advisor.

250 /mo

  • 30 Day Free Trial
  • Up to 15 Client Households*
  • Complimentary Marketing Brochures
  • Full Family Office Functionality
Start Free Trial

Established Practice

Built for firms with significant growth potential or with complex clientele.

499 /mo

  • 30 Day Free Trial
  • Up to 250 Client Households*
  • Marketing Brochures As Needed
  • White Labeled Marketing Brochures
  • Full Family Office Functionality
Start Free Trial

Large Practice

Most Popular

A plan for a large practice with many client households.

999 /mo

  • 30 Day Free Trial
  • Up to 1000 Client Households*
  • White Labeled Marketing Brochures
  • Full Family Office Functionality
Start Free Trial

Enterprise

Powerful features and a robust infrastructure for your company.

Custom Pricing

  • Unlimited Client Households
  • Full Family, Banking, or Business Office Functionality
  • White Labeled Platform
  • White Labeled Marketing Brochures
Book an Appointment

* Additional seats available at an additional cost

Steve Rydzak Strad
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