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Broker's Ally Software Users Lead Their Profession


Our Purpose

We help advisors be successful in the world's greatest business; helping people grow their money, save on taxes, and plan for retirement.

James Scherrer, President and Founder
Scherrer Resources, Inc., Developers of Broker's Ally CRM Software


Broker's Ally software users and their associates are a strong affinity group, managing more than $240 billion (and growing) of their clients assets, do cumulatively more than 120,000 investment transactions per day (that's 30 million new investments per year), and provide investment advice to over 4 million clients worldwide. Broker's Ally users have average incomes over $75,000, are dominantly male, are spread over 36 mostly-English-speaking countries, have higher than average discretionary incomes and are the single largest influence upon their clients investment decisions. These, and over 1 million other professional investment specialists, comprise the community of BrokersAlly.com viewers.


Our Products

Broker's Ally is a powerful marketing tool that helps financial consultants open new accounts, gather assets, do trades and manage the financial details of customer relationships. The application provides unlimited flexibility in record management. Detailed and accurate information is available instantaneously to better serve client, prospect and clerical or managerial needs. Broker's Ally gives you the power you need to quickly execute your best sales and marketing strategies. Put the power of Broker's Ally on your computer and watch your business grow.

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About Scherrer Resources, Inc.

Scherrer Resources, Inc. guides banks, broker/dealers, and investment companies globally to greater business success by accelerating the adoption of advances in customer relationship management around the world.

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Order Current Version Fast

Broker's Ally latest release, version 9, is now available. Contact your account representative for details on features and upgrading.

For fastest service contact sales@BrokersAlly.com and 484-875-1710.



On the Broker's Ally Software Team, we're fascinated with what people have done using the Broker's Ally application to build business. You guys come up with some really amazing growth outcomes! Lately, we've also been paying a lot of attention to how people use various features. We looked at whether the application has stumbling points (and where they are), what common features every user wants in their CRM application, and what tricky areas need deeper explanations than we can give by replying to e-mail or phone calls. As a result of identifying these areas, we've written a few in-depth technical articles or Bulletins. Each is meant as a "Deep Dive" into a specific topic, and is available here online in an easy to use format on our Resources web page. In no particular order, click here to review all the links to online bulletins, documents and application articles coming out of our workshop.