Reviews and Testimonials

Four Star Review

Click here to read an “independent software review” of Advisor’s Ally.

“We have used Advisor’s Ally for years and enjoy the way it helps us keep track of our client’s investment objectives, risk tolerance and tax aspects. Advisor’s Ally helps our entire team maintain the excellent level of service for which our firm has become known.”

Brian A., Nestlerode & Loy Advisors


About Scherrer Resources, Inc.

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