Smarter wealth management for your clients

Strabo's dashboard, analytics and email reporting help you stay ahead of your clients

Upgrade your client experience today

Say goodbye to scattered data and hello to clarity. Strabo equips financial advisers with a customisable multi-tenancy dashboard, allowing you to monitor their portfolios yourself as well as configure exactly what they see when they log in.
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5,000+

Users signed up

Individuals, HNWs, couples and financial advisers

12,000+

Institutions covered

Synced API coverage for banks, stocks,
crypto and more

£350M

Assets managed on platform

Traditional, alternative and speculative investments in one place

Reasons why Strabo is the
‍right choice for you

Real-Time Insights

Monitor client portfolios instantly, from stocks
and pensions to crypto, across borders

Custom Dashboards

Tailor analytics to fit your style and your clients’
needs - no one-size-fits-all here.

Scenario Planning

Stress-test strategies and show clients what’s
possible with confidence

Client Collaboration

Share clear, professional reports in meetings or let
clients log into their dashboards from home.

Global Reach

Manage multi-currency assets effortlessly across
borders. Perfect for international clients.

Get started with just
three simple steps

Connect Accounts

Securely sync, organise, and access client
financial data in just minutes.

Customise Insights

Design dashboards that highlight your
expertise and insights.

Engage Clients

Present in meetings or share access for
anytime viewing & email reporting.

© Strabo Financial Ltd 2025. Built with 💚 and ☕️

If you would like to find out more Strabo's permissions, regulatory status, or if you have any other questions, please reach out to us via the in-platform chat on the Strabo dashboard, or directly at hello@strabo.app. In the UK, Strabo provides you with regulated account information services as an agent of Plaid Financial Ltd, an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Registration Number 804718) for the provision of payment services, including account information services.

Registered address: 32-38 Leman St, London E1 8EW. Strabo Financial Ltd. will never dispense financial advice and the use of any of the company's portfolio monitoring, investment performance, asset allocation or tax reporting tools should be treated with this in mind. As a registered user of the investment portfolio tracker, the status of both your individual holdings, and any subsequent financial decisions and investment decisions are your own responsibility. When in any doubt, consult a registered professional for advisory services. International investors should be aware of domestic requirements of their jurisdiction and act accordingly.

Past performance is not indicative of future returns and any financial information displayed on your dashboard is only indicative of your financial situation and the status of your investments at a singular point in time. Your asset allocation in Strabo accounts should be reflective of your capacity and appetite for risk at all times.