If you’re not offering clients the caliber of service a Family Office provides… who will? And where will that leave you?
StradPro 2.0 helps advisors from diverse professions expand their services to position themselves effectively as a family’s CFO—becoming their go-to advisor for strategic financial or life decisions.
Benefits to your clients
Improved insight from professionals
Highly personalized advice based on real-time circumstances
Maximized potential through strategic, long-term planning rather than reactive decisions
Ease of mind offered by a team approach
Continuity through unsettling life transitions like cognitive decline, loss of head of household, and succession to the next generation
Benefits to your practice
Unique brand differentiation and competitive advantage
Save time through streamlined information gathering
Stronger client relationships
Accelerate growth through seamless networking with clients’ other professionals
Better ability to connect with and retain next-generation heirs
Benefits exclusively for financial advisors
Greater profit—StradPro 2.0’s proprietary portfolio management system eliminates the need for costly third-party managers or investment products.
Increase AUM through account aggregation that gives complete insight into client assets
Expand business with customizable suite of premium marketing materials
Designed by Advisors, for Advisors
Financial Advisors
Attorneys
Insurance Advisors
Real Estate Advisors
Tax Advisors
Family Offices (Multi- & Single-Family)
Connect with us
StradPro is provided through Dow Software affiliate, AllBackoffice Consulting, LLC
AllBackoffice Consulting, LLC 112 W. Eden Street Edenton, NC 27932
