May 14, 2009
Scherrer Resources, Inc. releases new feature loaded Broker’s Ally v.9.36 - the award winning CRM for Investment
and Wealth Managers
Plus Scherrer Resources launches new Web Ally xRM (Extreme Relationship Management) a 'SaaS' and "on demand"
CRM product which empowers team relationship management activity on an enterprise basis using web
Philadelphia, PA (May 14, 2009) Scherrer Resources, Inc., the information technology solutions specialists for
brokerage and banking for over 20 yrs announced today the release of version 9.36 of its popular Broker’s Ally
software to include a broader range of client relationship management and practice management features including
e-mail management and low cost campaign management.
In addition, Scherrer introduces its new evolutionary Web Ally xRM™ option, the newest "software as a service" (SaaS)
technology available as a utility to customers. Web Ally xRM™ is an affordable CRM platform designed for financial
service firms seeking to buy rather than build this component of their web platform. Some benefits derived from
implementing Web Ally for investment advisors, sales assistants and sales managers include: lower cost of technology
management, global team collaboration, increase assets under management (AUM), centralized document management,
compliance regulations and easy cross-selling tools for opening more accounts.
Broker’s Ally v9.0 is a PC software application for PC or firm-wide installation. Broker’s Ally v9.0 retains
the popular features of its previous version 8.0, which was first created in 1984 and subsequently became the most
frequently used client management tool for retail brokers. The new v9.0 includes over 120 new features with focus
on practice management and client and prospect profiling. The Broker’s Ally v9.0 product includes 3 levels or tiers
to help advisors grow their business including level 1 for contact management, level 2 for marketing management and
level 3 for portfolio reporting and asset allocation.
Michael Grinnel, Senior Investment Advisor, Raymond James, Stuart, FL.: "My life is wrapped around Broker's Ally
version 9. I was very pleased that the Quick Start Guide that came with the upgrade helped the installation go
flawlessly, it worked like a charm. I have a boat in the Mediterranean that I go to each year; without Broker's
Ally I would never be able to go. I LOVE BROKER'S ALLY!"
Says John Kimber, Financial Advisor since 1979: "Broker's Ally version 9 starts and ends my day. Clients hear
from me when they should, I avoid contradictions, I get compliments for reliability, and people are impressed
by my amazing recall from 1994 (when I first started using Broker's Ally). The capital value of our business
entity has been vastly improved because Broker's Ally fosters consistent business processes. And, it has helped
me to dodge the bullets when the inevitable firm mergers occur."
States Mark Gardner, Managing Director, Bear Stearns, Dallas, Private Client Services Group: "I've installed
the new Broker's Ally version 9 and it’s bigger and a lot easier to read. I really appreciated all the help
and support! This will make my business more efficient and productive."
Overview of the Version 9 New Features & Product Expansion includes:
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Expanded contact screens for all levels
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E-mail broadcast function to multiple contacts and groups
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Easy network control function for system administrators
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Global company name change feature to replace names in corporate mergers
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Recurring Activities can be scheduled quickly
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New Proposal Activity Type added to manage proposals
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Attachment function to attach files to the notes of contact records
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Changed database from dBase to Access formats
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New Reports to expand your management view of data
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Simplified file name for all the database files for easy backup and restore operations
Founded in 1985 by James Scherrer to focus on the sales automation market using its proprietary "Ally" brand
of shrink wrapped, client/server software, Scherrer Resources, Inc., is now a leading provider of contact
relationship management (CRM), practice management (PM) and on-demand relationship management solutions.
Going beyond traditional contact management and sales tracking approaches, Scherrer’s key products includes
Web Ally™ and its current client/server products; Broker’s Ally™, Sales Ally™, and Advisor’s Ally™, and the
contract development and support services surrounding them. These solutions provide the visibility, insight
and business process control required to maximize sustained value from enterprise relationship management.
Large enough to help customers attain customer and stakeholder management success worldwide, yet nimble
enough to provide individual attention and remain focused on customer priorities.
Customers from ADP to Ziegler, Scherrer Resources, Inc. provides financial services solutions to more than
500 of the world's leading investment and financial institutions, including many of today's most influential
and innovative organizations. Partners include: Pershing LLC, Thomson Beta Systems, Financial Times- Interactive
Data (FT-ID), BrokerHunter.com amongst many.
Scherrer Web Ally solutions are tailored to retail broker/dealers, advisors, clearing firms, to bank holding
companies. Our customer-base looks to Scherrer's proven solutions as a means to strengthen relationships with
their most valued customers; generate additional revenue opportunities and gain competitive advantage in today's
fierce and fast-moving investment market.
Scherrer’s talented team is helping leading global companies and mid-market enterprises move their relationship
management efforts to the next level through an optimal blend of software, comprehensive services, and deep category
knowledge and domain expertise. Its comprehensive, global solutions and "Ally" brand include Customer Relationship
Management (CRM) and eBusiness applications, server and database management. To learn more, please visit us at
www.BrokersAlly.com for broker/dealer CRM and
www.WebAlly.com for enterprise, web hosted CRM deployments.
Note the new address: 120 Arrandale Blvd, Technology Center, Exton, PA 19341, 484-875-1710