June 10, 2011
Scherrer Resources, Inc. releases new feature loaded Advisor's Ally v.1 – Practice Management Software for Investment and Wealth Managers
Philadelphia, PA (June 10, 2011) Scherrer Resources, Inc., the information
technology solutions specialists for advisors, brokerage and banking for over 25
years announced today the release of version 1.0 of its premier Advisor's Ally software
to broaden the range of client relationship management and practice management features
available on advisor desktops.
Scherrer introduces its new evolutionary Advisor's Ally™ application, the newest
LAN and desktop software technology available for fee-based advisors. Advisor's
Ally™ is an affordable CRM and practice enhancement platform designed for advisor
teams seeking to buy rather than build this powerful desktop application. Some benefits
derived from implementing Advisor's Ally for investment advisors and their assistants
include: lower cost of technology management, improved team collaboration, increase
assets under management (AUM), centralized document management, compliance regulations
and easy cross-selling tools for opening more accounts.
Advisor's Ally v1.0 is a PC software application for PC or firm-wide installation.
Advisor's Ally v1.0 retains the popular features of the firm's Broker's Ally, which
was first created in 1984 and subsequently became the most frequently used client
management tool for retail brokers. The new Advisor's Ally v1.0 includes over 120
new features with focus on practice management and client and prospect profiling.
The Advisor's Ally product is available for a quarterly fee which includes software
updates, service availability and technical support to help advisors grow their
business. Pricing is a sliding scale based on number of team members in the group.
The product focus is contact management, marketing management, fee-based contract
templates, and portfolio reporting and asset tracking.
Advisor's Ally Features include:
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Contact screens for all household, institutional and high-net worth clients
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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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Recurring Activities can be scheduled quickly daily, weekly, monthly, quarterly
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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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Reports to expand management view of data
Founded in 1985 by James Scherrer to focus on the customer management market using
its proprietary "Ally" brand of 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 AllyTM 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.
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: BONY Pershing
LLC, Thomson Beta Systems, Financial Times- Interactive Data (FT-ID), CIBC, and
Morgan Stanley amongst many.
Scherrer Web Ally solutions are tailored to retail advisors, broker/dealers, clearing
firms, and bank relationship managers. Thier customer-base looks to Scherrer's proven
solutions as a means to strengthen relationships with its 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 help to lead 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, visit www.AdvisorsAlly.com
and www.WebAlly.com for enterprise, web hosted
CRM deployments.
Scherrer Resources, Inc.: 120 Arrandale Blvd, Technology Center, Exton, PA 19341, 484-875-1710