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Why Choose Advisor's Ally CRM?


Ally CRM 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 $175,000, 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 Ally CRM, Advisors Ally and viewers.


Advisor's Ally is PC-based CRM application software designed specifically for investment advisors and financial consultants to enhance practice management, better organize the financial details of customer relationships, open new accounts, gather assets, and improve team performance.


Advisor's Ally installations include firmwide roll-outs to national and regional offices for advisors, brokers, planners, RIA's, sales assistants and managers. This includes database integration from backoffice servers and broad PC based installations for different topologies. There are Ally CRM installations of branch office and single units on over 40,000 desktops, worldwide. 


Advisor's Ally software was designed as a program with 3 groupings of functionality that can be utilized immediately enabling the team to grow into features as demands increase with years of experience and expanding business sophistication. Advisor's Ally is an inexpensive product that can provide CRM, SFA, marketing and portfolio reporting capability to improve practice management and efficiency.


Built by CRM leader Scherrer Resources, Inc. founded in 1985, Ally CRM leads the way to address the growing need of organizations of all sizes to find, retain, and manage customers using modern computing technology. Today, Scherrer Resources, Inc. continues its leadership in customer relationship management (CRM), sales force automation (SFA), and e-business application software with more than 40,000 licensees and users located in more than 36 countries around the world.

Scherrer Resources, Inc. has been broadly acknowledged for its CRM software leadership:

  • PC Magazine "Editors' Choice" award

  • PC Computing "Best Product" award

  • TeleProfessional "Publishers Pick" award

  • Computer Reseller News "Star Search" award

  • Mobile Office "High Honors" award

  • Registered Representative Magazine Top 1 of 10 Applications

  • Created the industry-leading "Ally CRM" application family

  • Merrill Lynch, Ernst & Young, and Inc. Magazine selected founder CEO, Jim Scherrer as "Entrepreneur of the Year" honoring those individuals and companies whose ingenuity, hard work, and innovation have created successful and growing business ventures.

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