Pioneering Virtual Family Office Software Enables Advisors to Expand Services, Offer Extraordinary Value to Clients, and Generate Recurring Revenue
SARASOTA, FL, June 30, 2021 /24-7PressRelease/ — The digital revolution has arrived for professional services. Even the most successful advisors will struggle to remain competitive unless they embrace new technology—and major investment firms may be left scrambling. Introducing Strad Professional 2.0. This fully secure, cloud-based software allows financial advisors, lawyers, and other professional advisors to easily add Family Office services to their practices. This enables collaboration, greater insight, and uniquely personalized advice—precisely the advantage that’s needed in a changing industry that prizes expertise. For a limited time, advisors are invited to enjoy a free, no-obligation trial at Strad.com and learn for themselves how the platform can help them reinvent their practice, generate recurring revenue, and outclass the competition.
By bringing the family office to the mass affluent and their trusted advisors, Strad Professional revolutionizes an approach which for decades has been available only to ultra-high-net-worth investors. Designed by advisors, for advisors, Strad Professional consolidates all of the information that might affect a family’s well-being—their financial, legal, and life circumstances—in a way that is secure, accessible, and useful to both a family and the professionals they rely on. Connected by a secure online portal, trusted advisors can share real-time data and work together to enrich their client’s lives. Its proprietary portfolio management system, developed exclusively for financial advisors, also eliminates the need for costly third-party managers or investment products.
“As every professional advisor knows, a complete picture of wealth is hard to come by when accounts are spread across institutions or only one person knows the crucial details,” says Russell Dow, the founder and developer of Dow Software and Strad Professional, its flagship product serving the professional services industry. “As an attorney, financial advisor, and software developer myself, I realized that technology was the key to orchestrating wealth’s complexities, and that the multidisciplinary approach offered by traditional family offices helped clients maximize their potential. Strad Professional, our virtual Family Office platform, is the natural evolution of my commitment to improving results for clients by bringing the benefits of family office services within reach of all.”
Benefits to professional advisors
• Unique brand differentiation and competitive advantage
• Save time through streamlined information gathering
• Stronger client relationships
• Accelerate growth by networking with other professionals
• Better ability to retain next-generation heirs
• Expand business with customizable suite of premium marketing materials
Benefits exclusively for financial advisors
• Greater profit—Strad Professional’s proprietary portfolio management system eliminates the need for costly third-party managers or investment products.
• Increase AUM through account aggregation that gives complete insight into client assets
Benefits to clients
• Highly personalized, real-time advice
• Improved insight and strategic planning rather than reactive decisions
• Ease of mind offered by a team approach
• Continuity through unsettling life transitions
About Strad Professional: Strad Professional is a virtual Family Office platform for that brings the power of a traditional Family Office within reach for all clients. Designed by advisors, for advisors, the revolutionary software empowers professional advisors to modernize their practices while retaining time-honored traditions. By offering high-value Family Office services, they can transform their businesses, outclass the competition, and consistently exceed client expectations. Visit Strad.com to learn more.
About Dow Software: Dow Software, the leader in virtual family office solutions, is the developer of Strad Professional. Dow Software is founded on the core values of integrity, hard work, and respect. We build fully tested, innovative software that is reshaping the financial services industry—integrating cyber security and cloud computing with extreme ease of use. Learn more at strad.com.
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