Strad Professional
Strad Pro revolutionizes financial management by offering a Virtual Family Office experience tailored for advisors. With integrated workflows and a secure client portal, it enhances collaboration among financial professionals, ensuring seamless communication. This platform provides real-time insights into clients' financial lives, positioning advisors as trusted quarterbacks in navigating complex financial landscapes.
Top Strad Professional Alternatives
Sorbet
Sorbet empowers employees to access the cash value of their unused PTO without waiting for their next paycheck or termination.
Fund Investment Tool
The Fund Investment Tool (FIT) automates intricate financial processes for foundations and non-profits, streamlining endowment management, donor advised funds, and other fund structures.
RIVO
RIVO™ is a groundbreaking trade finance platform that connects corporates, financial institutions, and fintechs in a unified digital hub.
ROH
The ROH platform revolutionizes sales and payments management for hospitality properties, enabling seamless collaboration between sales, finance, and back-office teams.
Priority Software BA
Priority Software BA transforms financial management for universities and research institutions with its automated integration capabilities, enabling seamless account validation and journal entry exports for internal and external charges.
Series Enterprise Operating System (EOS)
The Series Enterprise Operating System (EOS) transforms financial management by integrating a suite of independent yet interconnected products.
Maven FinTech
Clients can seamlessly input their information for automated lead generation, while advisors save time and...
Startup Financial Model
Its user-friendly interface simplifies complex financial tasks, enabling entrepreneurs to make informed decisions and optimize...
Lending Navigator
Designed by experienced bankers, it offers real-time data processing and regulatory compliance features, ensuring inclusivity...
Discounting Cash Flows
With customizable assumptions, tailored reports, and access to decades of financial data, investors can make...
Intelligent Portfolio
It enhances planning efficiency, preserves institutional knowledge, and streamlines communication...
valQ
Its visually captivating interface enhances data simulation and analysis, allowing business users to explore scenarios...
My Financial Coach
Specializing in serving esteemed physicians and medical professionals, the team ensures that clients receive tailored...
Valupay
It leverages advanced technology to enhance payment efficiency, ensuring compliance with regulations while reducing costs...
FundView Financial Suite
It simplifies court operations and payroll, while enhancing billing efficiency for services...
Top Strad Professional Features
- Virtual Family Office experience
- Integrated workflows for coordination
- Comprehensive asset visibility
- Real-time life event tracking
- Task management system
- Collaborative professional network
- Secure client portal access
- Customizable client dashboards
- Comprehensive financial overview
- Streamlined advisor communication
- Enhanced client relationship management
- Automated documentation sharing
- SOC 2 Type 2 security compliance
- Life goal tracking features
- Family-centric financial planning
- Efficient team management tools
- Problem-solving opportunity alerts
- Client permission management
- Holistic financial snapshot
- Elevated advisory service delivery
Top Strad Professional Alternatives
- Sorbet
- Fund Investment Tool
- RIVO
- ROH
- Priority Software BA
- Series Enterprise Operating System (EOS)
- Maven FinTech
- Startup Financial Model
- Lending Navigator
- Discounting Cash Flows
- Intelligent Portfolio
- valQ
- My Financial Coach
- Valupay
- FundView Financial Suite
