News

April 09, 2007


Scherrer Resources, Inc. releases new feature loaded Broker's Ally v.9 - the award winning CRM for Investment and Wealth Managers


Plus Scherrer Resources launches new Web Ally xRM (Extreme Relationship Management) a 'SaaS' and "on demand" CRM product which empowers team relationship management activity on an enterprise basis using web


Philadelphia, PA (April 9, 2007) Scherrer Resources, Inc., the information technology solutions specialists for brokerage and banking for over 20 yrs announced today the release of version 9.0 of its popular Broker's Ally software to include a broader range of client relationship management and practice management features including e-mail management and low cost campaign management.


In addition, Scherrer introduces its new evolutionary Web Ally xRM™ option, the newest “software as a service” (SaaS) technology available as a utility to customers. Web Ally xRM™ is an affordable CRM platform designed for financial service firms seeking to buy rather than build this component of their web platform. Some benefits derived from implementing Web Ally for investment advisors, sales assistants and sales managers include: lower cost of technology management, global team collaboration, increase assets under management (AUM), centralized document management, compliance regulations and easy cross-selling tools for opening more accounts.


Broker's Ally v9.0 is a PC software application for PC or firm-wide installation. Broker's Ally v9.0 retains the popular features of its previous version 8.0, which was first created in 1984 and subsequently became the most frequently used client management tool for retail brokers. The new v9.0 includes over 120 new features with focus on practice management and client and prospect profiling. The Broker's Ally v9.0 product includes 3 levels or tiers to help advisors grow their business including level 1 for contact management, level 2 for marketing management and level 3 for portfolio reporting and asset allocation.


States Mark Gardner, Managing Director, Bear Stearns, Dallas, Private Client Services Group: "I've installed the new Broker's Ally version 9 and it's bigger and a lot easier to read. I really appreciated all the help and support! This will make my business more efficient and productive."


Michael Grinnel, Senior Investment Advisor, Raymond James, Stuart, FL.: "My life is wrapped around Broker's Ally version 9. I was very pleased that the Quick Start Guide that came with the upgrade helped the installation go flawlessly, it worked like a charm. I have a boat in the Mediterranean that I go to each year; without Broker's Ally I would never be able to go. I LOVE BROKER'S ALLY!"


Says John Kimber, Financial Advisor since 1979: "Broker's Ally version 9 starts and ends my day. Clients hear from me when they should, I avoid contradictions, I get compliments for reliability, and people are impressed by my amazing recall from 1994 (when I first started using Broker's Ally). The capital value of our business entity has been vastly improved because Broker's Ally fosters consistent business processes. And, it has helped me to dodge the bullets when the inevitable firm mergers occur."


Overview of the Version 9 New Features & Product Expansion includes:
  • Expanded contact screens for all levels
  • E-mail broadcast function to multiple contacts and groups
  • Easy network control function for system administrators
  • Global company name change feature to replace names in corporate mergers
  • Recurring Activities can be scheduled quickly
    • daily, weekly, monthly, quarterly, semi and annual recurring
  • New Proposal Activity Type added to manage proposals
  • Attachment function to attach files to the notes of contact records
  • Changed database from dBase to Access formats
  • New Reports to expand your management view of data
  • Simplified file name for all the database files for easy backup and restore operations

Founded in 1985 by James Scherrer to focus on the sales automation market using its proprietary “Ally” brand of shrink wrapped, 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.


Customers 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. Partners include: Pershing LLC, Thomson Beta Systems, Financial Times- Interactive Data (FT-ID), BrokerHunter.com amongst many.


Scherrer Web Ally solutions are tailored to 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.


Scherrer's talented team is helping leading 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, please visit us at www.BrokersAlly.com for broker/dealer CRM and www.WebAlly.com for enterprise, web hosted CRM deployments.


Note the new address: 120 Arrandale Blvd, Technology Center, Exton, PA 19341, 484-875-1710