Strad and FIG Collaborate to Enhance Virtual Family Office Services for Financial Advisors
Strad and FIG Partner to Help Advisors Grow Through Virtual Family & Business Office Capabilities

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Strad has partnered with FIG to provide independent financial advisors in the U.S. with a Virtual Family Office experience. This collaboration aims to deepen client relationships, enhance practice value, and extend Family Office benefits to a broader range of families, not just the ultra-wealthy.
- 01The partnership allows FIG advisors to access Strad's platform, enabling a modern Virtual Family Office experience.
- 02Strad's platform organizes various financial aspects, including assets and professional relationships, in a secure environment.
- 03The initiative aims to make Family Office benefits accessible to families across different wealth levels.
- 04Advisors can improve collaboration with clients' professional teams, enhancing decision-making and long-term outcomes.
- 05Strad's platform is SOC 2 Type 2 compliant and integrates with existing advisor technology without disrupting workflows.
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Strad, a platform designed for financial advisors, has announced a strategic partnership with FIG, a financial services organization, to enhance the services offered to independent advisors across the United States. This collaboration will enable FIG advisors to provide a Virtual Family Office experience, which aims to deepen client relationships and increase the overall value of their practices. Traditionally, Family Offices have catered to ultra-wealthy families, but Strad's platform is designed to extend these benefits to a wider audience, helping families manage their financial lives more effectively. The platform allows advisors to centralize assets, documents, and professional relationships, facilitating better coordination with clients' teams, including tax advisors and attorneys. This proactive approach enables advisors to anticipate clients' evolving financial needs and deliver strategic guidance. By integrating seamlessly into existing technology stacks, Strad's platform supports advisors in enhancing their service offerings without disrupting their current workflows.
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The partnership enables financial advisors to offer enhanced services that can lead to improved client satisfaction and retention.
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