Unlocking the Power of Advisor Relationships with Strad Pro Family Office
Strad Pro helps family offices strengthen advisor relationships, streamline deal flow, and manage portfolios in one secure platform. With automation,...
Read MoreWealth Management Platform for RIAs & Financial Advisors
Stop switching systems.
Start delivering family office–style wealth management to every client.
Four platforms. Zero coherence. Strad is the wealth management platform that pulls every client's financial life into one secure, coordinated environment, with family office–style service built in.
SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
Trusted by RIAs & Financial Advisors Serving Complex Households
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In Market Since 2016
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Dedicated Client Success & Onboarding Support
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Integrates with Pershing, Schwab & Plaid
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Secure Permission-based Client Portal
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Reg BI Documentation Built In
How Strad Works for You
The Wealth Management Platform Built for RIAs & Financial Advisors
Expand Your Practice
Grow Your Wealth Management Practice with Family Office–Style Services
Strad gives advisors the infrastructure to offer family office–style wealth management to clients who need more than performance reporting, and aren't being served by anyone else at their level.
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Uncover new assets
Account aggregation reveals external client accounts that can be transitioned under advisory management.
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Deepen family relationships
Wealth management that extends naturally to clients' family members and household structures.
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Strengthen your professional network
Coordinate with attorneys, CPAs, and insurance professionals, the referral relationships that drive practice growth.
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Differentiate your practice
Family office–style service at the mass affluent level is what competitors aren't offering.
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Communicate your value
Strad's white-labeled materials help you articulate your wealth management proposition clearly.
Deepen Client Loyalty
Strengthen Retention Across Your Wealth Management Practice
For established practices, Strad centralizes the household so you spend less time managing fragmented workflows and more time leading the client relationship as their primary wealth manager.
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Become the household's lead wealth manager
Secure long-term loyalty by positioning yourself as the trusted coordinator across every aspect of their financial life.
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Improve service delivery
A complete household view — assets, liabilities, professional relationships — enables more proactive wealth management advice.
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Increase operational efficiency
Secure document sharing, custodial integrations, and workflow tools reduce friction across every client interaction.
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Support stronger oversight
Performance tracking and direct account feeds support more confident, better-documented advisory conversations.
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Facilitate transitions to advisory
A clear pathway for moving brokerage relationships into fee-based wealth management.
Protect Practice Value
Build a Wealth Management Practice That Transfers
A practice built on family office–style wealth management infrastructure is more durable, more transferable, and easier to hand over than one built solely on individual advisor relationships.
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Increase practice appeal
A wealth management practice with documented household infrastructure is more attractive to buyers and successors.
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Reduce attrition risk
Clients embedded in a coordinated wealth management environment are more loyal during advisor transitions.
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Enable clean handovers
Successor advisors access complete household profiles, relationships, documents, and entities without gaps.
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Protect long-term client relationships
Platform continuity preserves the quality of wealth management service through any transition.
Security & Compliance For RIAs & Financial Advisors
As a financial advisor, your clients aren't just trusting you with their money
They're trusting you with sensitive information about financial assets, wills and estates, business records, insurance policies, and family governance structures. Information that, in the wrong hands, doesn't just cost money — it ends relationships.
Strad is SOC 2 Type 2 certified. Security controls covering data privacy, encryption, access management, and operational integrity are subject to independent auditing.
Advisors are increasingly asking whether general-purpose AI tools can replace purpose-built wealth management technology. Strad provides a secure, permission-based environment designed around documented advisory workflows and sensitive client financial information.
SOC 2 Type 2 Audited
Ongoing independent auditing of security and operational controls.
Bank-Level Encryption
Sensitive client information is protected in transit and at rest.
Permission-Based Access
Clients and professionals see only the information they are authorized to access.
No Data Selling
Your client data is never sold or monetized.
Multi-Factor Authentication
MFA adds an additional layer of protection for platform access.
Dedicated Client Environments
Client information remains separated within controlled, permission-based environments.
Where Strad Fits in Your Tech Stack
The intelligent layer that connects your tools and elevates your client experience
The Intelligent Connection Layer
Tasks
Workflows
Documents
Client Portal
White-Label
Reports
Collaboration
Vault
Strad provides a 360° view
Custodian Tools
Schwab, Fidelity, Pershing
CRM Tools
Salesforce, Redtail, Wealthbox
Planning Tools
MoneyGuide, eMoney, RightCapital
Reporting Tools
Orion, Black Diamond, Tamarac
Frequently Asked Questions
Frequently Asked Questions About Strad’s Wealth Management Platform
Learn how Strad helps advisors bring client information, collaboration, and wealth management workflows together in one place.
Will my clients engage with a Virtual Family Office, or will it just be another portal they ignore?
Clients are more likely to engage with Strad when it becomes part of how their financial lives are managed. Strad provides one secure location for documents, household information, financial tasks, and professional collaboration. Advisors can build engagement by using it during onboarding, client reviews, tax preparation, estate planning, and major life events.
How does Strad help me win higher-net-worth clients?
Strad helps you demonstrate a more organized and coordinated level of service. Prospective clients can see how your firm will support their broader financial lives better than firms without an orchestrated service offering. Strad’s family-office-style experience will differentiate your firm and make your services more compelling to clients that desire a holistic view of their financial lives.
How do I justify Strad to a client already paying advisory fees?
Present Strad as an enhancement to the service their advisory fee already supports, not as an additional offering. Strad helps organize their financial lives, improve communication amongst all their professional advisors, reduce administrative burden, and coordinate the professionals serving them. The value is not simply another dashboard; it is a more convenient, connected, and responsive relationship with their entire advisory team.
How does Strad sit alongside tools like Orion, Redtail, or eMoney without creating more complexity?
Orion supports portfolio management and reporting, Redtail manages client relationships and advisor workflows, and eMoney provides financial planning. Strad does not replace these systems. It sits across the existing technology stack, bringing household information, documents, tasks, and professional collaboration into one coordinated family-office experience. This helps advisors connect the client experience without disrupting the tools they already use.
How do I introduce Strad to existing clients without it feeling like a sales pitch?
Introduce Strad as a practical service improvement designed to make the client’s financial life easier. Begin with an immediate need, such as organizing documents, preparing for an annual review, sharing information with a CPA, or updating estate details. When clients see Strad solving a real problem, the introduction feels helpful and relevant rather than promotional.
Can Strad help me get more referrals from the CPAs and attorneys I already work with?
Yes. Strad gives authorized CPAs and attorneys a secure, organized way to collaborate around shared clients, reducing scattered emails, duplicate requests for information, and communication gaps. This can position the advisor as the preferred resource driver of client relationships, thereby strengthening professional relationships and creating more natural opportunities for referrals. Strad supports the referral process, although it cannot guarantee referrals.
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SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
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