8 Wealth Management Reporting Software for RIAs Compared in 2026
Wealth management reports are only as good as the data that feeds it. According research by Altitude, most RIAs report...
Read MoreWealth Management Platform for Insurance Agents
The Wealth Management Platform Insurance Agents Plug Into
One insurance conversation. Zero visibility into the household. See a new trust, a business sale, or an inherited property before it becomes a coverage gap.
SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
Built for Insurance Professionals Working Across the Client's Financial Life
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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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Collaborative Household View
Getting Started
How Insurance Coordination Works on Strad
You don't need to build the relationship from scratch. Here's how you get access.
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The household's advisor invites you in
The RIA or family office contact managing the household adds you directly to their shared workspace. No separate purchase, no cold outreach required.
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You see what's relevant to coverage
Permission-based access surfaces the asset, entity, and life-event data that actually affects coverage — a new property, a business sale, an updated estate plan — not the household's full financial picture.
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You flag gaps before renewal, not after
Coverage recommendations get built into the household's ongoing wealth conversation instead of surfacing only at the annual policy review.
How Strad Works For You
The Wealth Management Platform Built for Insurance Coordination
Expand Your Book Beyond the Policy Review
Turning Single-Policy Clients Into Year-Round Coverage Partners
Strad gives insurance professionals a seat inside the household's wealth management team, not just a name on a beneficiary form. You see the same asset, entity, and life-event activity as the RIA, CPA, and attorney, so coverage gets reviewed as a life event happens instead of at the next renewal.
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See the full financial picture
Household visibility surfaces liquidity events, asset purchases, and entity changes a standalone policy review would never catch.
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Get pulled into more households
Being embedded in the wealth team naturally extends your reach to a client's family members and business entities.
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Strengthen your referral network
Direct collaboration with RIAs, attorneys, and CPAs turns one-off policy sales into ongoing relationships.
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Stand out from commodity insurance sales
Wealth-management-integrated coverage planning positions you above agents who only show up at renewal.
Deepen and Retain
Real-Time Visibility for More Accurate Coverage
For established books, Strad removes the guesswork of reactive renewals. You get a live view of the household's assets and entity structure, coordinated with everyone else already advising them.
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Reduce renewal guesswork
Permission-based access replaces annual client intake forms with real-time entity and asset data.
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Improve coverage accuracy
Live visibility into asset changes reduces the gap between actual net worth and insured value, especially for umbrella and liability coverage.
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Coordinate with the full advisory team
Work directly with the household's estate attorney to keep trust-owned policies and beneficiary designations aligned with the estate plan.
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Shift from renewal to advisory
Move conversations from "sign here again" to proactive coverage strategy, backed by visibility you didn't have before.
Protect Client Relationships
Continuity for You and the Households You Serve
Client relationships built on an annual renewal call alone are fragile. Client relationships built on year-round coordination are not.
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Reduce attrition risk
Clients embedded in a broader advisory ecosystem are less likely to shop for a new agent during a transition, theirs or yours.
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Enable clean handovers
A successor agent sees full household and entity context immediately, without reconstructing coverage history from old files.
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Protect referral relationships
Continuity with the RIA, CPA, and attorney on the account preserves the trust that built the relationship in the first place.
Security & Compliance for Insurance Professionals
As an insurance professional, your clients aren't just trusting you with their coverage
You're being trusted with sensitive information about assets, business records, estate structures, and family governance — information that, in the wrong hands, doesn't just cost money, it ends relationships.
Strad is SOC 2 Type 2 certified. Every security control, data privacy, encryption, access management, and operational integrity process is independently audited. Not once at launch. Continuously.
Frequently asked by insurance professionals, whether they can just manage client coordination through Claude or ChatGPT instead. The answer starts here: no general-purpose AI tool has undergone SOC 2 Type 2 auditing, and "I used AI" is not a documented advisory workflow.
SOC 2 Type 2 Audited
Ongoing independent auditing of all controls.
Permission-Based Access
Clients and professionals see only what they need.
Multi-Factor Authentication
Mandatory MFA for all platform access.
Bank-Level Encryption
Data secured in transit and at rest.
No Data Selling
Your client data is never shared or monetized.
Dedicated Client Environments
No cross-contamination between client data.
Frequently Asked Questions
Frequently Asked Questions for Insurance Professionals
Learn how Strad helps insurance professionals gain permission-based visibility into clients’ broader financial lives, collaborate securely with other advisors, and coordinate insurance coverage within the household’s overall wealth strategy.
Will insurance professionals actually use another platform, or is this one more login?
Insurance professionals are more likely to use Strad when it provides valuable information about their clients. With authorized access, insurance professionals can gain a broader understanding of a client’s financial picture, including household assets, protection gaps, changes in properties, trusts and estates, and upcoming renewals. Strad does not replace insurance planning, policy-management, or carrier systems. It provides a coordination layer that helps ensure insurance recommendations fit within the client’s complete financial life.
How do I get access to Strad if I’m not the one who signed up?
Strad is permission based. If you have a client who is already using Strad, you can be invited to join. After you are invited to participate on the platform, you will create your login and then be granted permission-based access to your client’s household information, relevant documents, and collaboration areas within the Strad platform.
Does this replace my existing document-sharing tools with clients?
Not necessarily. Strad can complement or streamline the tools you already use by providing a secure, organized space connected to the client’s financial household. Your firm can determine whether to continue using existing tools or consolidate certain document-sharing activities within Strad.
How is client data protected if multiple professionals have access?
Strad uses role-based permissions so each professional sees only the information authorized for them. Encryption, multi-factor authentication, secure cloud infrastructure, and independently audited SOC 2 Type II controls help protect client data while allowing collaboration among advisors and other authorized professionals.
Can this help me get more referrals from the RIAs I already work with?
Yes. Strad gives authorized professional advisors a secure, organized way to collaborate around shared clients, reducing scattered emails, duplicate requests for information, and communication gaps. This can strengthen professional relationships and create 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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