Available from Scherrer Resources, Inc.
Advisor's Ally- Practice Management Software for Fee-Based Advisors.
Advisor's Ally enhances the productivity of the global investment professional by providing a superior workflow solution, combining distinctive CRM technology, content, and unmatched service to improve practice management in every part of the investment process.
Advisor's Ally and its work flow management increases profitable growth by ensuring that structures have been put in place to ensure nothing falls through the cracks. The best managed firms' profits per client averages $1,596 -- ten times that of the typical practice ($167). While the benefits of adopting the key lessons of profitable growth do not always occur rapidly, the eventual payoff can be powerful, and Advisor's Ally is a valuable part of that solution. Version 1 available for monthly fee paid quarterly.