Broker's Ally Software Users Lead Their Profession
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.
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.
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.
Order Current Version Fast
Broker's Ally latest release, version 9, is now available. Contact your account representative
for details on features and upgrading.
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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.