Strad Pro
www.strad.comOver his career, founder and CEO Russell Dow witnessed a variety of outcomes from different approaches to wealth management, and came to realize that the greatest benefits were achieved by those served by coordinated teams of advisors provided by Family Offices. However, establishing a traditional family office has been far beyond the means of all but the wealthiest of families. Now that has changed. Strad Pro 2.0 is a Virtual Family Office platform created by advisors for advisors. Its powerful technology allows professionals to bridge the gap and treat all their clients like they’re Rockefellers, regardless of how wealthy they may be. We believe your clients deserve the best you can offer them. With Strad Pro 2.0, you can provide greater insight to your clients by looking across all categories of their wealth, not just a limited few. Transform your practice by aggregating client data, automating necessary daily tasks to streamline operations, strengthening client relationships, and so much more. Strad is a secure, comprehensive platform that helps you to manage the broad range of assets, financial interests, legal, and lifestyle circumstances of the family.
Read moreOver his career, founder and CEO Russell Dow witnessed a variety of outcomes from different approaches to wealth management, and came to realize that the greatest benefits were achieved by those served by coordinated teams of advisors provided by Family Offices. However, establishing a traditional family office has been far beyond the means of all but the wealthiest of families. Now that has changed. Strad Pro 2.0 is a Virtual Family Office platform created by advisors for advisors. Its powerful technology allows professionals to bridge the gap and treat all their clients like they’re Rockefellers, regardless of how wealthy they may be. We believe your clients deserve the best you can offer them. With Strad Pro 2.0, you can provide greater insight to your clients by looking across all categories of their wealth, not just a limited few. Transform your practice by aggregating client data, automating necessary daily tasks to streamline operations, strengthening client relationships, and so much more. Strad is a secure, comprehensive platform that helps you to manage the broad range of assets, financial interests, legal, and lifestyle circumstances of the family.
Read moreCountry
State
Florida
City (Headquarters)
Sarasota
Industry
Employees
1-10
Estimated Revenue
$1,000,000 to $5,000,000
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Vice President , Client Services
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Technologies
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