Solution introduction
A Family & Business Office for Every Household
Coordination and oversight once reserved for the ultra-wealthy, without the complexity of a traditional family office
Everything you need to elevate your advisory practice
Your clients don't just need investment advice — they need someone to coordinate their entire financial ecosystem. Strad gives you the tools to manage households holistically, collaborate with outside professionals, and deliver the kind of service that was once reserved for ultra-high-net-worth family offices.
Household-level visibility
See the complete picture: assets, entities, documents, family members, and professional relationships in one place.
Seamless coordination
Task management and workflows that keep your team and outside professionals aligned and accountable.
Client-facing excellence
A portal that gives your clients peace of mind and positions you as their trusted CFO.
