Financial accounts aggregation
Bring bank, investment, and other accounts into a single view.
Association Plans
Become Indispensable to Your Members
Offer your members a branded, secure virtual family office dashboard to help them integrate finances, organize documents, and connect with trusted advisors—all from home.
Branded with your organization’s logo and contact information.
Why now
Members expect meaningful, accessible benefits. Many prefer to handle sensitive financial tasks from home and want tools that make their organization’s membership essential to daily life.
Your solution
Provide an easy‑to‑use online platform that integrates financial accounts, centralizes documents, and connects advisors—elevating members’ outcomes while increasing your organization’s relevance.
Benefits for Members & Your Organization
Deliver measurable value while keeping your brand front and center.
Integrated finances
Members aggregate financial accounts and gain clarity to make better-informed decisions.
Document hub
10GB of secure storage per user keeps important files organized, shareable and secure.
Advisor connectivity
Invite and collaborate with attorneys, advisors, and other professionals.
In‑app tools
In‑app calling, file sharing, and a tax organizer streamline key workflows.
Branded experience
Your logo and contact details remain visible throughout your members’ experience.
Member loyalty
Become a daily‑use benefit that reinforces membership value.
Included Features
Everything your members need to orchestrate their financial lives.
Tax organizer
Collect and track tax data in one place to simplify filing.
In‑app calling
Reach collaborators without leaving the platform.
File sharing
Securely share documents with family and advisors.
Connect advisors
Invite professionals to collaborate directly in‑app.
10GB storage per user
Plenty of space for the documents that matter most.
Simple, scalable pricing
No contracts. Cancel anytime.
Starter Package
$250/month
Includes 25 user licenses (~$10 per user / month).
- All included features
- Branded dashboard
- Email support
Add‑On Licenses
$50/month
Each additional block of 10 licenses (~$5 per user / month).
- Scale as your membership engages
- Flexible month‑to‑month
Prices reflect information provided; confirm current pricing before publication.
SOC 2 Type 2 Compliant Platform
Dow Software’s Strad Pro platform—underpinning OurFamilyOffice.ai completed SOC 2 Type 2 certification by an independent auditor, demonstrating strong controls to safeguard client data.
- Independent audit by a respected cybersecurity firm
- Controls evaluated for security and confidentiality
- Full audit report available upon written request
What this means for your members
A secure foundation for storing documents, connecting advisors, and managing sensitive financial data—so your brand is associated with trust and reliability.
Start Your Free Trial Today
Experience the full power of OurFamilyOffice.ai with a free 3-month trial—no commitment, just smarter wealth management from day one.
