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In-Depth Review
Broker’s Ally
Scherrer Resources, Inc.
140 Arrandale Boulevard | Technology Center
Exton, PA 19341-2503
Telephone: 484-875-1700
Fax: 484-875-1704
Email: jscherrer@webally.com
Web:
www.BrokersAlly.com
Scherrer Resources, Inc. was founded in 1985 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.
Today Scherrer Resources 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. Scherrer
accomplishes this by assisting in the design, building and supporting a wide
range of knowledge-based solution sets that bring together leading-edge
technology, proven data management competence, a full range of specialist
services and over 20 years of information technology and finance expertise.
Its comprehensive, global solutions and "Ally" brand include investment
Customer Relationship Management (CRM) and eBusiness applications,
interactive marketing, server and database management, dedicated local
helpline support, training, telemarketing, and product launch services.
See also:
http://www.scherrerresources.com/
Product: Broker’s Ally
Current Version: 9.0
Category: SaaS Mid Market CRM Solution
Sub-Category: Vertical Solution - Financial
Services
Client Platform: Microsoft Windows XP/Vista
Server Platform:
Database Platform:
Scherrer Resources, Inc. releases new feature loaded Broker’s Ally v.9 -
the award winning CRM for Investment and Wealth Managers
Scherrer Resources, Inc., the information technology solutions
specialists for brokerage and banking for over 20 yrs recently announced 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.
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.”
Adds 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!"
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
- 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
Going beyond traditional contact management and sales tracking
approaches, Broker's Ally 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.
Pricing for Initial License:
-
Standard Level- $395, includes all the basic features.
-
Gold Level- $695, plus $300 for each additional
network user
-
Portfolio Level- $995, plus $400 for each additional
network user
A fully updated review of this product will be available real soon now!
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