Strad
Virtual family office platform for advisors coordinating households with CPAs, attorneys and insurers
Lakewood Ranch, FL, USstrad.comNot yet confirmed by the company
What it does
Strad is a virtual family office platform from Dow Software that lets RIAs and advisory firms deliver family-office-style coordination to mass-affluent and complex households. It also has versions for attorneys, tax advisors, insurance agents and family business offices, and it is meant to run alongside a firm's existing CRM.
The platform gives household-level visibility of assets, entities, documents, family members and outside professionals, with tasks and workflows that keep the advisor team, CPAs and attorneys aligned. Clients get a white-labeled portal, and a Business Office module covers family-business oversight. Listed connections include Charles Schwab, Pershing, Interactive Brokers, Plaid and Redtail, with Altruist and Wealthbox marked as coming soon.
Dow Software is based in Lakewood Ranch, Florida. Plans include unlimited seats: Starter $250 per month for up to 15 households, $499 for up to 250, $999 for up to 1,000, and custom Enterprise pricing, with a free trial.
Best for
- Serves
- RIAs, Family offices, Insurance
Features
- Household asset and entity overview
- Collaboration with CPAs and attorneys
- Task and workflow coordination
- White-labeled client portal
- Document collaboration
- Business office module
Pricing and deployment
- Pricing model
- Tiered
- Published pricing
- Starter $250/month (up to 15 households); $499/month (up to 250); $999/month (up to 1,000); Enterprise custom; unlimited seats; free trial
- Deployment
- Cloud
Integrations
Custodians supported
- Charles Schwab
- Interactive Brokers
- Pershing
Integrations
- Plaid
- Redtail
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