Our Customers Say

"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!"
Michael Grinnel, Senior Investment Advisor, Raymond James, Stuart, FL

"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."
John Kimber, Financial Advisor since 1979

"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."
Mark Gardner, Managing Director, Bear Stearns, Dallas, Private Client Services Group

"Broker's Ally has made more money for brokers and advisors than any other software product. Day after day, Broker's Ally delivers. Accurate information available instantly is what you expect from Broker's Ally. With Broker's Ally CRM you get the most out of your day, and your clients get "wow" service."
Jim Scherrer, CEO, Scherrer Resources, Inc., Designers, Developers and Distributors of Broker's Ally Software

Industry Recognition

Scherrer Resources, Inc. has gained worldwide industry recognition for its powerful Ally CRM software product line.

PC Magazine: Editor's Choice Award!
"Sales Ally is full featured and powerful, but gives you the power to work the way you want."

Mobile Office Magazine: Annual Award Winner!
"Sales Ally is a true world class performer."

INFO World, Review Board "Sales Ally was one of the most powerful software packages we tested. We rate it a good value."

PICO Laptops and Portables: "Sales Ally may define the next frontier in the application of computer systems, particularly laptops, to marketing efforts by the individual sales professional."

Business Marketing Magazines: "Surprisingly compact! The program was superbly fast! It almost seemed that searches and sorts happened faster than my entries of commands to perform them."

Home Office Computing Magazine: "One of the heavyweights… Easy to use and easy to customize."

Inbound/Outbound Mag: "Sales Ally can speed you through your mundane work & back to selling."

Scherrer Resources, Inc. provides information technology services 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 IT and MIS services in CRM, SFA, and other client management and marketing service offerings. Spanning the complete spectrum of the – from retail broker/dealers, 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,
  • Increase employee productivity,
  • Keep the pipeline full,
  • Increase customer retention
  • Facilitate cross-selling,
  • Gain competitive advantage