AdvisorMON StradPro Family Office Portal
Portal is the right word for the new StradPro Family Office Platform, but too plain of a word to cover the many elements of value that this offering provides!

StradPro empowers advisors as family CFOs with a premium virtual client engagement platform that…
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Renders virtual meetings almost a handshake away, and positions you as the family CFO
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Offers a secure organizational structure designed to encourage clients to share more important data, and for advisors to manage with more insight
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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 Trial offering...
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Full configuration with your custodians
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Data Aggregation – to capture your client’s full financial picture
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Test with a few end clients! Add some of their other professionals, such as CPA, attorney. Secure video conferencing and family life planning
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AllBackoffice assistance with data migrations or data integrations as needed
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Secure Document Exchange

Full Onboarding with AllBackoffice Consulting
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We encourage you to let us help you implement the StradPro offering as either a self-managed technology subscription, family office and marketing membership, or a transformational enhancement to your RIA client service and intimacy model.
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Benefits for your clients include highly personalized insight, with maximized potential through strategic long-term advice, and the peace of mind offered by a team approach.
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Upgrade your technology suite with StradPro and integrate with your existing key client partners, including CPAs and other local professionals.
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Work with our team to help you select what is best for you and how best to engage:
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StradPro – Subscription
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StradPro – Membership
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StradPro Transformation
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