+
+

Related Products

  • Procare
    3,573 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Nexo
    18,395 Ratings
    Visit Website
  • ROLLER
    258 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Kinderpedia
    309 Ratings
    Visit Website
  • CHARMS
    24 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • CareLineLive
    181 Ratings
    Visit Website

About

The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.

About

Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals in need of a solution for stewardship of complex family wealth

Audience

Advisory teams looking for a tool offering an integrated, family office–level CRM and portal to clients of all wealth strata for enhanced coordination and elevated service delivery

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$2000.00/year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Complex Interests
Founded: 2012
United States
complexinterests.com

Company Information

Strad Pro
United States
strad.com

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Alternatives

BITA Risk

BITA Risk

corfinancial
MoneyWare

MoneyWare

Miles Software (EbixCash)
Prospero Suite

Prospero Suite

FINARTIS

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Complex Interests and update features and information
Claim Complex Interests and update features and information
Claim Strad Pro and update features and information
Claim Strad Pro and update features and information