Strad Pro

Your Virtual Family Office Solution

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.

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.