Broker's Ally CRM Software
Available from Scherrer Resources, Inc.
Broker's Ally is the leading CRM software for investment advisors, brokers and their sales and support assistants. Enables users to maintain comprehensive database of clients, prospects, leads and their profiles, contact dates, notes, interests, and personal details. Very specialized software far exceeding generic software solutions with over 30,000 users worldwide within sell side, advisory firms. Now in version 9 for MS Windows. Inexpensive, powerful, and easy to use; we work harder to make selling easier. An on-demand, SaaS version for the Web is available at WebAlly.com.