Complete picture of assets, entities, documents, family members, and professional relationships in one place.
SOC 2 Type 2 CompliantWorks with eMoney, Redtail, Salesforce
Stop losing clients to coordination chaos
Strad Pro unifies scattered client data, disconnected advisors, and fragmented workflows into one virtual family office. Give every household a white-labeled experience your competitors can't match.
Plans start at $250/month
Trusted by advisory teams at
Ten7 CapitalBaker Wealth ManagementThornton Tax ServicesInvestablyLFG LuttnerMidland FC
Getting started
From scattered to coordinated in three steps
A simple route from setup to steady output.
Connect your existing tools
Strad Pro integrates with eMoney, Redtail, Salesforce, Wealthbox, Schwab, Fidelity, Pershing, Orion, and more. It complements your stack - it does not replace it.
Unify the household
Pull assets, liabilities, legal documents, family goals, and life events into a single 360-degree view with AI-assisted data parsing and anomaly detection.
Coordinate the whole advisory team
Assign tasks, track workflows, share documents securely, and give clients a white-labeled portal that shows everything in one place.
4Plans from $250/month to enterprise
10+Integrations with custodian, CRM, and planning tools
360°Household view across every wealth dimension
The difference
Use eMoney to model the plan. Use Strad to run the family.
Strad ProStandalone planning tools
Household task orchestration+×
Multi-professional collaboration+×
Governance & responsibility tracking+×
Family-wide document & workflow hub+×
White-labeled client portal+×
AI document parsing and anomaly detection+×
Coordinates CPAs, attorneys, and insurance pros+×
Financial planning engine×+
Pricing
Four plans, no hidden fees
Start small and scale as your practice grows. Custom pricing available for enterprise teams.
Starter
$250/month
For solo advisors getting started with family office coordination.
Book a callEstablished
$500/month
For growing practices managing multiple households.
Book a callLarge Practice
$1,000/month
For teams with multiple advisors and outside professionals.
Book a callEnterprise
Custom
For large firms with custom integration and governance needs.
Book a callQuestions
Common questions
What is Strad Pro?+
Strad Pro is a modern planning and practice management platform for financial advisors, CPAs, attorneys, and insurance professionals. It helps professional advisors manage their clients' family offices with a powerful Family Office solution that builds long-term success.
How does Strad work with existing tools?+
Strad complements your existing tools - it does not replace them. It is the coordination layer that turns disconnected tools into a cohesive family-office experience.
What AI features does Strad offer?+
Strad uses AI to help streamline data, parse documents, summarize complex data, and flag anomalies or opportunities.
What is the Client Portal?+
Strad's Client Portal gives clients full insight into their family office and the firm on which they rely for advice.
What is the difference between Strad and eMoney?+
eMoney handles financial planning and account aggregation. Strad is a virtual family office platform that orchestrates household tasks, multi-professional collaboration, governance, and family-wide document and workflow management. Use eMoney to model the plan. Use Strad to run the family once the plan exists.
Get started
Give every client a family office experience
Book a 30-minute call to see how Strad Pro fits your practice and your existing stack.
Book a call