

Strad Pro
Your Virtual Family Office Solution
StradPro adds family office-level services to your wealth management firm in minutes. 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.
60-Day Free Trial
-
Full configuration with your custodians.
-
Data Aggregation – to capture your client’s full financial picture.
-
Test with your clients and their other professionals, such as CPAs and attorneys.
-
AllBackoffice assistance with data migrations or data integrations as needed.
-
Secure Document Exchange.
-
Implementation of best practices, setup, and support available through AllBackoffice executive admin services.