April 1, 2008
Scherrer's Web Ally CRM Selected by The Investment Centers, Inc. as Part of its Advisor Relationship Management Web-Workstation
Bridgewater, NJ (April 1, 2008) The Investment Centers, Inc. has selected the web-server hosted relationship
management technology, Web AllyTM, from Scherrer Resources, Inc. for its recruiting, transition and advisor
life-cycle-management team members located in differing geographic locations nationwide. The Investment
Centers, Inc. recruiting team has identified Scherrer Resources, Inc. and their Web Ally enterprise relationship
management software (eRM) as a superior web-based relationship management technology to support its business
development efforts. The benefits of using Web Ally eRM will be increased efficiency, better recruiting,
faster decision-making, and reduced cost.
The Investment Centers, Inc. selected Web Ally eRM system to support their business goals which are to enable the
team members to work more closely while being in differing geographic locations using features such as interview
tracking, profiling, note taking, action tracking and milestones for broker/dealer investment advisory recruiting.
The technical design includes hosting a web-based solution to enable 24/7 access from all business locations with
Scherrer acting as an application service provider (ASP).
The Investment Centers, Inc. is a nationwide full-service Registered Investment Advisor and Broker-Dealer
headquartered in Bridgewater, NJ (near Princeton) and specializes in individual investors, business owners,
companies, and high net worth individuals. Through Investment Centers, Inc. its' fully licensed Registered
Advisors offer clients a wide variety of investment and insurance products. Mutual funds, stock and bonds,
variable annuities and variable universal life insurance are some of the products offered. The Investment
Centers, Inc. is a member of National Association of Securities Dealers (NASD) and the Securities Investors
Protection Corporation (SIPC) and can be seen at www.InvestmentCtr.com.