Features

A complete picture of wealth is hard to come by when accounts are spread across institutions or only one person knows crucial details. StradPro brings together information that’s vital to your client’s well-being—business and financial interests, assets and obligations, even legal and healthcare documents. In one glance, you can visualize everything affecting their wealth.

Financial advisors, attorneys, and other professionals help manage life’s intricacies. But they often focus on one area of expertise. StradPro connects all advisors and enables them to offer the services of a traditional family office. They can collaborate, share real-time data, and work together to enrich your clients’ lives.

Your clients will gain peace of mind knowing their information is secure and accessible for years to come, and from the continuity provided by trusted advisors as their family navigates life’s milestones. In later years, StradPro can help them maintain independence while protecting their family’s interests by enabling them to designate a deputy who can access their information, with permission limited or increased as circumstances change.

StradPro helps protect your clients from threats like identity theft and unscrupulous advisors, and it ensures their data remains confidential and accessible with advanced security and back-up protocols.