Strad Pro

Family members, advisors, and family office team with interactive detail tray.

Mission statement, key metrics, and strategic goals with progress tracking.

Emergency contacts across all categories with filterable list and detail tray.

Document library with search, category filters, list/grid views, and upload.

Workflow pipelines with visual step tracking, status filters, and create modal.

Positions, balances, and account details across all financial institutions.

Collectibles, real estate, vehicles, and other personal property with images.

Active business holdings, ownership stakes, and operating companies.

Fund commitments, capital calls, distributions, and PE portfolio performance.

Consolidated allocation with donut/bar charts, gain-loss, and owner & asset-class report builder.

Categorized coverage cards with premiums, policy details, and renewal-tracking status.

Document status cards, account beneficiaries, asset titling, and gifting overview.

Category tiles, recent files, search, and visual previews for every family-office document.

Planning estimates, year-over-year filing records, and filing status by entity.

Per-member employment, income, retirement plans, and benefit coverage with Current/Former views.

Cash-flow summary and transaction feed across linked accounts, with scheduled-payment tracking.

Per-member providers, conditions, medications, and medical events.

Generational map of the family with roles, ages, and portal access.

Request, review, assemble, approve, and send family newsletters across Strad, email, and text. Sage theme.

Renewals, filings, payments, and reviews aggregated from every page.

Month view and agenda of meetings, renewals, payments, and appointments.

Encrypted conversations between family members and the advisory team.

Step-by-step household setup with progress tracking across stages.

Giving by cause, DAF balance, pledges, and gift records.

Aggregated coverage gaps, titling flags, beneficiary gaps, and reviews.