Strad ads

Your clients may not realize how much you actually do. And it’s not necessarily because you aren’t providing the value. They just may not see it. When their experience with your firm revolves around a portfolio, statements, and an annual review, it’s easy for everything else you do to disappear behind the scenes. Strad helps make that work visible. Bring planning, documents, tasks, businesses, outside professionals, and the broader household picture into the client experience. Don’t just provide more value. Make it visible.

“Financial Advisor” doesn’t tell your clients everything you do. To a prospect, the title can sound simple: Manage my investments. Watch the market. Tell me if I’m on track. But the reality of being a financial advisor is much bigger. Strad gives advisors a way to bring more of that work into the client experience, from financial planning and documents to tasks, entities, collaboration, and the broader household picture. Your job is bigger than the portfolio. Your technology should be too.

We didn’t build Strad because we thought financial advisors needed another dashboard. We built it because we were financial advisors. We knew what happened behind the scenes: the emails, documents, account administration, planning, follow-ups, outside professionals, client requests, and countless moving pieces that never make it into the portfolio report. So we built a platform around the whole relationship, not just the investments. Strad brings the client experience, workflows, financial picture, and collaboration together in one place. Built by people who have actually sat on your side of the table.

Financial advisors do far more than manage investments. You help clients coordinate their financial lives, make decisions, work with outside professionals, plan for the future, and navigate the complexity that comes with wealth. But if your technology only shows clients their portfolio, that’s probably the value they see. Strad helps advisors bring the whole financial picture into one client experience. Show clients what you actually do.

You don’t need a $50M client to deliver a high-touch wealth experience. Strad gives advisors the technology to bring together the moving parts of a client’s financial life in one place, while giving clients a clearer view of everything their advisor helps manage. A Family Office Experience for Every Family. See how Strad can help you deliver more value without adding more complexity to your practice.

Your clients don't wake up thinking about asset allocation. They wake up thinking about selling a business. Taking care of aging parents. Protecting their children. Updating an estate plan. Managing taxes. A portfolio is only one piece of a client's life. Your advice shouldn't stop there.