The robust, yet easy-to-use portal positions advisors as a family CFO through a premium virtual client engagement platform.

• Positions you as the family CFO and collaborate with other financial professionals on your client's team, such as CPAs and other local professionals.
• StradPro delivers a highly personalized digital experience through a secure organizational structure designed to encourage clients to share important data, and for advisors to manage with more insight.
• Differentiates your offering from financial service competitors, allowing greater intimacy and higher levels of care while integrating the family office model into your practice.