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Virtual Family Office platform for professional advisors1-10 Employees
  • B2B
  • Early Stage
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Virtual Family Office platform for professional advisors
Strad Pro is a virtual family office platform. It enables the professional advisor (e.g., financial advisor, estate planning attorney, tax advisor, insurance agent) to provide mass affluent clients with family office caliber services traditionally available only to the ultra wealthy.

Providing family office services is a significant market differentiator for advisors who adopt the platform, helping them to accelerate the growth of their practices.
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