Business Details
10 Years
experience
Empowering Advisors with Virtual Family Office Solutions
Strad Pro was founded by Russell Dow, a financial advisor, attorney, and software developer, with the vision of democratizing access to family office services for clients of all wealth levels. Built by advisors for advisors, our platform combines deep industry expertise with cutting-edge technology to transform how professionals manage client relationships. With SOC 2 Type 2 compliance and integrations with major financial institutions, we provide a secure, comprehensive solution for task management, document processing, and multi-disciplinary collaboration.Our mission is to empower financial advisors, attorneys, tax professionals, and insurance agents to deliver elite family office experiences while streamlining operations and enhancing client trust. Over a decade of development has resulted in a platform that addresses the evolving needs of modern wealth management, enabling advisors to stay ahead of risks, identify opportunities, and maintain their position as clients' most trusted professionals.
Services
Task Management
Workflows
Document Center
360 View
Client Portal
Marketing Tools
AI Integration
Security Compliance
Details
- Year established: 2016
Highlights and features
- We offer 15+ years of industry-specific software development experience
- Our platform integrates AI for document analysis and opportunity identification
- We provide SOC 2 Type 2 compliant security for sensitive financial data
- Our solution supports seamless collaboration between financial advisors and other professionals
- We offer white-label marketing tools for practice differentiation
Associations and certifications
- SOC 2 Type 2
Services
Task Management
Our Task Management system ensures thorough handling of client matters with deadline tracking and team delegation. Advisors can organize priorities, monitor progress, and maintain accountability across their practice. This feature transforms how professionals manage daily operations while maintaining compliance with client needs.
Client Portal
The secure Client Portal provides clients with 24/7 access to their financial information and advisory team. This centralized platform enhances transparency while maintaining strict data security protocols. Clients gain peace of mind knowing their complete financial picture is readily available and properly managed.
Document Center
Our Document Center streamlines the receipt and analysis of critical financial documents. The system enables rapid processing of legal papers, investment statements, and insurance policies while maintaining organized digital records. This feature significantly reduces administrative burdens for advisory teams.
360 View
The 360 View consolidates client assets, liabilities, and legal documents into a single interface. Advisors gain comprehensive insights into client financial situations including investments, real estate, and estate planning documents. This holistic perspective enables more informed decision-making and proactive advice.
AI Integration
AI-powered features enhance document analysis, data organization, and opportunity identification. The system automatically flags anomalies, summarizes complex information, and identifies potential financial planning opportunities. This technology augments advisor capabilities while maintaining human oversight for critical decisions.
People
Russell Dow
Founder
Financial advisor, attorney, and software developer with 20+ years experience creating technology solutions for wealth management. Developed Strad Pro to democratize family office services through innovative practice management tools.
Questions
What is Strad Pro's core functionality?
Strad Pro is a Family Office CRM platform that enables advisors to manage client relationships through task management, document processing, and multi-disciplinary collaboration tools.
How does Strad Pro benefit financial advisors?
Our platform streamlines practice operations, enhances client service through comprehensive financial views, and provides marketing differentiation through virtual family office capabilities.
Is Strad Pro suitable for solo practitioners?
Yes, our Strad Launch tier offers free access to core CRM features specifically designed for solo advisors and small firms managing client relationships.
How secure is client data in Strad Pro?
We maintain SOC 2 Type 2 compliance with enterprise-grade security measures including encrypted data storage, access controls, and regular security audits to protect sensitive financial information.
Can Strad Pro integrate with other financial systems?
Yes, our platform integrates with major financial institutions like Pershing and Schwab, providing consolidated access to client accounts and financial data.
What support options are available?
We offer implementation assistance, training resources, and ongoing technical support to ensure successful adoption and continued platform effectiveness for advisory practices.
