AI TOOL PROFILE
Stropro: Structured Investment Platform for Advisers
- Finance and Accounting
- Financial Planning
- Licensed financial advisers
- Private wealth management firms
- Family offices
- Corporate treasuries
Pricing
Platform administration fees are tiered based on account balance, starting at 0.60% p.a. for the first $250,000 and reducing to nil for balances above $5,000,000.
At a glance
- Best for
- Licensed financial advisers, Private wealth management firms, Family offices, Corporate treasuries
- Key use cases
- Income Generation, Capital Preservation, Tax-Effective Growth, Liquidity Management
- Integrations
- Praemium, IPS, Dash, Sharesight
- Official website
- Visit stropro official website
How AI is used
Stropro is a regulated investment platform based in Australia that provides independent financial advisers access to structured investment solutions. It connects users with over 10 global investment bank issuers through a single workflow, using multi-issuer auto-pricing to help secure competitive terms.
The platform is designed for licensed financial advisers, private wealth firms, family offices, and corporate treasuries. It supports the creation of investments across five main categories, including capital preservation and tax-effective growth, specifically for wholesale clients.
Beyond product access, the platform includes an Adviser Hub for client management and reporting. It integrates with several wealth administration platforms to help advisers incorporate these products into their reporting and workflows.
Buyers should confirm that their target clients meet the legal definition of wholesale clients under the Corporations Act, as these investments are not available to retail clients.
Key Features
AI-Assisted Screening
Helps identify and shortlist product types and underlying assets that may fit specific client objectives.
Multi-Issuer Auto-Pricing
Technology that prices investments across multiple global investment banks to help secure market-competitive terms.
Adviser Hub
A portal for managing clients, tracking investment lifecycles, and accessing performance reporting.
Digital Execution and Custody
Supports trade placement and documentation with settlement and custody provided through Clearstream.
Lifecycle Management
Tools to track capital calls, distributions, and maturities within the platform infrastructure.
Use Cases
Income Generation
Using barrier or smart-entry income notes to help clients seek returns above cash and term deposits.
Capital Preservation
Designing principal-protected notes or hedging solutions to help manage downside risk in equity portfolios.
Tax-Effective Growth
Implementing protected equity loans or limited recourse loans to support wealth growth and potential interest deductibility.
Liquidity Management
Using equity release strategies to help clients access cash from large holdings without triggering immediate capital gains events.
Integrations
- Praemium
- IPS
- Dash
- Sharesight
FAQ
Who can use the Stropro platform?
- Stropro is designed for licensed financial advisers, private wealth firms, family offices, and corporate treasuries. All end clients must be classified as Wholesale Clients.
What are the minimum investment requirements?
- Bespoke structured investments typically have a minimum of AUD $200,000, though individual end-client transactions can range from $10,000 to $20,000.
How does the platform fee work?
- Fees are tiered based on the account balance: 0.60% p.a. for the first $250,000, scaling down to nil for balances exceeding $5,000,000.
Source category: Finance & Accounting
Source subcategory: Financial Planning
More tools in Finance & Accounting
Other published listings in the Finance & Accounting category.
More tools in the Financial Planning software type
Related listings that share the same software type for comparison and shortlisting.
