Our Clients & Partners
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. Not surprisingly, our clients have recognized our application software and e-services as a strategic
component of their overall business strategy -- and have turned to Scherrer Resources, Inc. to help them deploy
high-profile client management offerings. Spanning the complete spectrum of the investment services industry –
from 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.
First Allied/Advanced Equities
Hilliard Lyons Securities
Crowell, Weedon & Co.
GunnAllen Financial, Inc.
JP Morgan Investments
SunTrust Securities, Inc.
JB Hanauer & Company
Investor's Capital Corp.
Chase Manhattan Investments
Tier One Bank
CompuLife Investor Services
D.A. Davidson & Company
First National Investment Services
Financial Service Corporation (FSC)
Mellon Dreyfus Investment Services
Kirkpatrick Pettis, Smith, Polan, Inc.
First Montauk Securities
Invest Financial Corporation
First Bank, U.S. Bancorp Investments
Nestlerode & Loy Investment Services
Norwest Investment Services, Inc.
United Missouri Bank, UMB, N.A.
Jefferson National Bank
Mark Twain Brokerage
Mechanics Investment Services
National Penn Bank
First of America Bank
BancOne Capital Corporation
Interactive Data Corporation- IDC
Corporate Securities Group
U.S. Bancorp Investments
Union Planters Bank
Beta Systems, Inc./Thomson Financial
CheckFree Investment Services
Fiserv Securities, Inc.
Pershing, LLC of Bank of New York
U.S. Clearing Corporation
First Clearing, Wachovia
ADP Brokerage Information Systems
Financial Times- Interactive Data (FT-ID)
Caesar System, Financial Database Solutions
IBM, Computers Systems Division
Tektronix Printer Division, Xerox
Herrera's CSSI Advent Axys Report Integration
Major Technology Resources, Inc.
Financial Investment Network, FIN
Overview: Above installations include firmwide roll-outs to national and regional offices for
adivors/brokers, sales assistants and managers. This includes portfolio loading from backoffice servers.
Additional references available for different topologies. Installations of branch and single units on over
30,000 desktops. According to Registered Representative Magazine, Broker's Ally is the most popular
software application for retail brokerage worldwide.