Designed by advisors, for advisors. StradPro 2.0 allows professional advisors to offer high-value Family Office services that will transform their practices, outclass the competition, and consistently exceed client expectations.
StradPro 2.0 is revolutionary software that brings the exclusive services of a traditional Family Office into your office. It connects clients and their teams of trusted advisors through a real-time, online dashboard, and offers full portfolio management capabilities to financial professionals.
Such a comprehensive view into a family’s changing circumstances is possible only with StradPro 2.0. It allows for greater strategic insight and collaborative decisions—and will make you indispensable to clients.
Forward-thinking professionals—whether financial, legal, insurance, tax, or real estate—realize that “business as usual” no longer suffices, and struggle to identify how to stand out in a crowded market.