Stropro: Structured Investment Platform for Advisers
Stropro helps financial advisers and wealth managers provide institutional-grade structured investments to wholesale clients. It is designed for firms that need to create tailored outcomes for income, growth, or capital preservation.
At a glance
- Category
- Finance & Accounting
- Best for
- 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.
- Key use cases
- Income Generation, Capital Preservation, Tax-Effective Growth, Liquidity Management
- Integrations
- Praemium, IPS, Dash, Sharesight
- Official website
- stropro.com
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
Helps identify and shortlist product types and underlying assets that may fit specific client objectives.
Technology that prices investments across multiple global investment banks to help secure market-competitive terms.
A portal for managing clients, tracking investment lifecycles, and accessing performance reporting.
Supports trade placement and documentation with settlement and custody provided through Clearstream.
Tools to track capital calls, distributions, and maturities within the platform infrastructure.
Use Cases
Using barrier or smart-entry income notes to help clients seek returns above cash and term deposits.
Designing principal-protected notes or hedging solutions to help manage downside risk in equity portfolios.
Implementing protected equity loans or limited recourse loans to support wealth growth and potential interest deductibility.
Using equity release strategies to help clients access cash from large holdings without triggering immediate capital gains events.
Best For
Integrations
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.
FAQ
Stropro is designed for licensed financial advisers, private wealth firms, family offices, and corporate treasuries. All end clients must be classified as Wholesale Clients.
Bespoke structured investments typically have a minimum of AUD $200,000, though individual end-client transactions can range from $10,000 to $20,000.
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
