Family-office technology Document and entity management Governance and family portals Client portals

Strad

Virtual family office platform for advisors coordinating households with CPAs, attorneys and insurers

Lakewood Ranch, FL, USstrad.com

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