#42 – Resource Review – Strad (A Virtual Family Office Platform)
From Ask the Experts by Sharon Pivirotto
February 3, 2026 · 28 min
About this episode
This episode features a review of Strad, a platform designed for advisors to enhance client service and centralize information.
Ask the Experts Episode #42 features a behind-the-scenes review of Strad, a virtual family office platform built for advisors. In this episode, Sharon Pivirotto speaks with Russell Dow about how Strad helps advisors centralize client information, deliver a family office experience, and differentiate their client service model.
People in this episode
Host: Sharon Pivirotto
Guest: Russell Dow
Topics covered
- virtual family office
- client information
- advisor tools
- client service model
- financial advising
Keywords
- Strad
- virtual family office
- advisors
- client experience
- financial services
Mentioned in this episode
Organizations: Strad
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