Enterprise Solutions
One Platform to Standardize, Scale, and Monetize Complex Clients Across All Your Advisors
Deliver Business Office + Family Office capabilities at enterprise scale — without custom builds or compliance risk.
When Scale Outpaces Connection
Large advisory firms have mastered growth, but growth often breaks connection. For larger operations, fractures show up as real losses.
Lost Productivity
Fragmented systems and manual processes drain advisor time.
Declining Retention
Inconsistent client experiences erode trust and loyalty.
Advisor Turnover
Top producers leave when tools don't support their brand.
Missed Opportunities
Cross-selling potential lost in disconnected workflows.
76%
of clients say experience is more important than performance when deciding whether to stay
45%
of advisors in multi-office RIAs cite tech frustration as a primary reason for leaving
Sources: Cerulli Associates, J.D. Power Wealth Management Study
Don't let fragmented systems cost you your best clients and advisors.
See How Strad Unifies Your FirmBeyond CRM: A Wholistic Platform
One Unified Platform for Your Entire Firm
A modern enterprise firm doesn't need more tools. It needs one cohesive ecosystem. Strad is like nothing else out there.
Unified Client & Advisor Portal
White-labeled, interactive experience branded for each advisor and household. One platform that brings together everything your clients need.
Multi-Asset Aggregation
Seamless view of investments, alternatives, banking, credit, and insurance.
Rainmaker Lead Management
Centralized pipeline, prospect self-registration, and marketing dashboard for firm-wide growth.
Multi-Advisor Collaboration
Seamlessly connect advisors, accountants, attorneys, and business partners on shared clients with real-time visibility and coordination.
Firm Workflows & Processes
Standardized workflows ensure consistency, compliance, and scalability across all advisors.
Role-Based Permissions
SOC 2 certified with bank-level encryption and comprehensive audit trails.
Practice Transition Tools
Streamlined onboarding for acquisitions and new advisor books of business.
Complex Ownership Tracking
Business interests, private equity, and foreign entities organized in one view.
Reporting & Analytics
Professional presentations, consolidated insights, and real-time performance tracking.
Document Vault
Secure, centralized storage with encryption, version control, and compliance-ready archiving.
AI-Powered Insights
Intelligent document summaries, meeting prep tools, and proactive client engagement alerts.
SOC 2 Type II
Certified
256-bit
Encryption
99.9% Uptime
Enterprise SLA
$50B+
AUM Supported
500+
Advisory Firms
The Enterprise ROI
Connection Drives Performance
Top-performing enterprise firms share one trait: they unify around the client.
Client Retention
with active portal engagement
Advisor Retention
after portal adoption
Onboarding Speed
average time to onboard
Firm Valuation
with recurring digital engagement
See how enterprise firms are achieving these results.
Advisor Empowerment
Your Advisors Are Your Growth Engine
In an enterprise context, your technology must do more than manage data. It must strengthen your people.
Strad lets each advisor operate as their own "mini family office" under your firm's umbrella:
- Personalized branding and portal experience
- Firmwide compliance and oversight
- Built-in referral and prospecting network
- AI co-pilot for document summaries and meeting prep
- Mobile prospecting app
"When you give advisors tools that elevate their image, they don't leave. They build."
Managing Partner
$6B RIA
Enterprise Intelligence
From Dashboards to Direction
With scale comes complexity, but also valuable insight. When leadership can see the firm in real time, strategic growth becomes proactive, not reactive.
Performance Trends
Identify top-performing advisors and emerging patterns across your firm
Cross-Sell Opportunities
Spot revenue potential by household and relationship depth
Attrition Prediction
Engagement signals help predict and prevent client departures
Goal Alignment
Connect compensation and growth goals with real-time metrics
Compliance & Trust
Scaling Oversight Without Slowing Growth
Compliance doesn't have to be the bottleneck. Strad embeds oversight into daily workflows, ensuring every document, message, and client interaction is captured, summarized, and secured.
- AI-driven document monitoring surfaces anomalies automatically
- Permissioned views ensure every team sees only what they should
- Audit-ready trails reduce prep time from days to minutes
The result? Peace of mind for leadership, transparency for clients, and fewer late-night "where's that file?" moments.
Role-Based Access
Define who sees what across advisors, clients, and partners
Audit Trail
Complete document history with timestamps and access logs
Risk Monitoring
AI flags compliance issues before they become problems
Implementation
How Leading Firms Implement Strad Quickly
The Strad Enterprise Blueprint
Alignment
- • Discovery and stakeholder mapping
- • Data audit and integration roadmap
- • Custom branding and advisor grouping
Deployment
- • Portal activation for internal users
- • Advisor training and first 10 households
- • Workflow automation and compliance set-up
Adoption
- • Client rollout campaigns
- • AI-driven reporting live
- • Enterprise dashboard and success metrics
Ready to Transform Your Business?
Speak to a Strad Expert
Your brand. Your advisors. Your families. All operating in one connected ecosystem.
Welcome to Strad!
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