Built for RIA Account Managers

The CRM wealth-management service AMs run the book from.

Service-level Account Managers at 10 to 100 person RIAs and wealth firms carry books of 100 to 300 households through quarterly and semi-annual review cadence, coordinate trading operations with the trading desk, chase document collection, and keep the planning-advisor relationship alive without the Redtail or Wealthbox record going stale between touches.

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Why buyers are here

Financial advisors Account Managers: the daily pains.

A service-level Account Manager at an RIA or wealth firm runs a different clock than the business-development advisor on the next desk. The AM holds 100 to 300 households on a rolling review cadence (quarterly for high-touch, semi-annual for mid-tier, annual for the long tail) and the clock never stops. Every household review needs a prep pass, an agenda, performance context, trade recommendations, document collection, and a follow-up log that attaches back to the record. Between reviews, trade-ops requests land from the planning advisor, document-collection chases run on IRS deadlines, and life events (business sale, inheritance, divorce, retirement date, equity window) move households from a scheduled review to a same-week service touch. In a Redtail plus Wealthbox plus Orion plus eMoney plus Google Sheet stack, those motions scatter across five tools, review prep burns three hours per household per quarter, and the AM loses the book-level view that lets the firm catch at-risk households before the client calls to leave. The sections below show how Strkr collapses the service-AM motion into one workspace where the household, the review cadence, the trade-ops queue, the document-collection trail, and the planning-advisor coordination all live on the same record.

Review cadence drift

A 300-household review calendar is a spreadsheet nobody trusts.

Quarterly reviews, semi-annual reviews, and annual reviews stack up on a 300-household book until the AM is running a Google Sheet that nobody fully trusts and the Monday meeting opens with the question of which households are overdue. Strkr fires review-cadence Flows against the per-household anniversary and tier, pre-drafts the invitation email, assigns the service prep task, and surfaces the week's review roll on a dashboard the AM opens Monday morning.

Review prep burns hours

A one-hour review takes three hours to prep across five tabs.

Prepping a household review means pulling Orion performance, pulling eMoney planning projections, pulling the account notes from Redtail, pulling the open service tickets, screenshotting the holdings, and assembling a client-facing one-pager. Strkr threads performance, planning context, prior-review notes, open trade requests, and life-event signals onto a review workspace that opens with the agenda pre-populated, so the AM walks into the hour with a draft instead of a blank page.

Trade-ops scatter

Trading desk requests live in a shared inbox nobody owns.

Rebalance requests, raise-cash requests, tax-loss harvest requests, and model-swap requests land in a shared inbox or a chat channel. The trading desk picks them up on their own clock, the AM chases the status, and the household never sees a clean confirmation. Strkr runs trade-ops as a structured child record on the household with request type, target, status, assigned trader, and completion artifact so the AM, the trader, and the planning advisor read the same picture.

Document collection chase

Statement, 1099, and K-1 chases eat the quarter.

Every household owes documents on different schedules: brokerage statements, 1099s, K-1s, estate updates, trust amendments, business-sale closing statements, employer stock vestings. The AM runs a spreadsheet of what is missing. Strkr tracks document requests as structured records with due date, status, and the client-facing portal link, and fires reminders on the IRS and firm-policy clock so nothing slips past the deadline.

Life-event blind spots

A household sold their business and I heard it from the planner.

Life events (business sale, inheritance, retirement date set, equity window open, 10-K blackout lifting) move a scheduled review into a same-week service touch and sometimes shift the entire planning context. Strkr AI reads enrichment data and flags life-event triggers per household on a daily surface, so the service AM, the planning advisor, and the trading desk all see the signal in the same hour instead of hearing about it on the next review.

Firm review on service email

Every client letter waits a week for principal review.

Outbound service emails, review one-pagers, performance letters, and client-facing commentary all route through firm review workflow before anything reaches a household. The queue is email ping-pong between the AM, the Chief Compliance Officer, and the principal. Strkr Marketing ships a native review workflow with queued-for-review state, reviewer assignment, versioned diff view, approval audit trail, and one-click release so the review loop runs on the record instead of in forty-seven emails.

How Strkr fits the service AM day

The primitives wealth-management service AMs actually use.

Strkr for RIA and wealth-firm Account Managers is the same CRM every other role on the team runs, with role-aware views and automation shaped around the service-cadence motion. Everything below ships on every paid tier with no premium service module or add-on gate, no premium list price when the firm scales from 20 to 60 advisors, and no modular upcharge when the book crosses a thousand households. The primitives line up with what a service AM repeats every week on a 100 to 300 household book: picking the review to prep today, moving the household through the review workflow with real artifacts captured along the way, logging trade-ops requests against the trading desk, chasing missing documents against the IRS and firm clock, watching life-event signals on the daily triage view, routing collateral through firm review before any version lands in a household inbox, and threading the planning-advisor relationship through every service touch.

Review calendar

The review roll service AMs run from.

Every household carries its anniversary date and service tier on the record. The review calendar surfaces the quarterly, semi-annual, and annual windows on an AM dashboard with the household, the planning advisor, the next-step owner, and the prior-review date inline. The AM opens Monday morning with the exact fifteen households that need review touches this week, not a 300-row spreadsheet.

Household record

One record holds the whole family on service.

The household record pulls in spouses, trusts, business entities, held-away assets, planning advisor, service AM, review history, trade-ops requests, open documents, life-event flags, meeting notes, and the next-review workspace. A role-aware sidebar renders service fields for the AM and planning fields for the planning advisor on the same record without a tab switch.

Review workspace

Review prep that opens with a draft, not a blank page.

Open the household and click Prep Review and Strkr opens a workspace with the agenda pre-populated from last review, the performance context pulled from the portfolio feed, the planning projection, the open trade-ops requests, the open document requests, and the life-event flags. The AM edits in 20 minutes instead of three hours, and the client-facing one-pager renders from the same workspace.

Trade-ops queue

Trading-desk requests as structured records.

Trade requests are structured child records on the household with request type (rebalance, raise cash, tax-loss harvest, model swap), target, status, assigned trader, requested date, and completion artifact. The AM sees every open request on a saved view and the trading desk works a queue, not an inbox. The planning advisor sees the status without a status email.

Document tracker

Statement, 1099, K-1, and trust docs on the clock.

Document requests are structured records with document type, due date, status, requested-from contact, and the client-facing portal link. The IRS clock and firm-policy clock drive reminders. The AM sees the full missing-document roll on a saved view by household, so quarter-end does not become a seven-day chase for twenty missing 1099s.

Life-event signals

Strkr AI flags households in a buying or servicing window.

Strkr AI reads enrichment feeds, news, filings, and household-level signals, then flags the life events that open a service window (business sale, inheritance, divorce filing, retirement date announced, equity liquidity window, 10-K blackout lifting). The AM opens a daily triage view with the top households to touch today, pre-ranked by signal strength and household tier.

Email + calendar

Thread sync and auto-logging on every household.

Native Gmail and Microsoft 365 sync. Every email, meeting, and calendar event lands on the household and planning-advisor timeline with role-aware visibility. The AM never has to BCC a logging address or copy a thread into the CRM. Meeting booking links ship native with team round-robin and a per-advisor availability policy for review scheduling.

Mobile + voice capture

Offline edits on the phone between reviews.

Strkr mobile is first-class with offline queue, voice-note capture, and household edit for the AM running back-to-back reviews or stepping out of a client lunch. The voice note transcribes and attaches to the household timeline, so the AM returns to the desk with the service note already captured instead of a Monday-morning rebuild.

Flows for the service AM motion

Automations across review cadence, trade-ops, documents, life events.

The best RIA service AMs automate the quiet administrative drag between reviews and spend their hours on the twenty households where judgment matters most. Strkr Flows cover the automations every wealth-management service team should run as native triggers with no webhook plumbing. The pattern below is what shows up in week two of every deployment and compounds into cleaner review cadence, faster document collection, and tighter planning-advisor coordination.

Review cadence

Quarterly, semi-annual, annual touches fire on anniversary.

Every household carries an anniversary date and a service tier on the record. A Flow runs the review cadence per tier, pre-drafts the invitation email, assigns the review prep task, blocks a prep hour on the AM calendar, and surfaces the whole week's review roll on the Monday dashboard. The AM never loses a review to a clock mistake.

Trade-ops routing

Rebalance or harvest request routes to the trading desk.

A trade-ops request on the household (rebalance, raise cash, tax-loss harvest, model swap) routes to the trading desk queue with assigned trader, SLA, and planning-advisor acknowledgment. The AM sees status in real time, the planner sees status without a status email, and the household gets a clean confirmation when the trade clears.

Document chase

Missing statement or 1099 fires a reminder on the clock.

A document request with no artifact past the firm-policy threshold fires a reminder to the AM and, if configured, a nudge to the client portal. The quarterly 1099 chase runs on its own clock without a Friday spreadsheet audit, and the IRS-deadline documents escalate to the planning advisor on a shorter window.

Life-event trigger

A life-event signal fires a same-week service touch.

Strkr AI picks up a life-event signal on a household (business sale announced, retirement date set, inheritance filing, equity liquidity window open). The Flow drops the household on the AM priority view, drafts the first-touch note from a review-approved template, pings the planning advisor, and schedules a 48-hour follow-up. The right outreach lands in the right 24-hour window.

Firm review routing

Service collateral moves through principal review.

Service emails, review one-pagers, performance letters, and client-facing commentary all route through a native review workflow. Submit for review triggers reviewer assignment, SLA timer, versioned diff view, approval audit trail, and one-click release. Nothing goes to a household without the approval event logged.

Post-review followthrough

Review completion fires the action items as tasks.

Completing a review workspace fires the follow-up actions as tasks (open trade-ops request, document request, planning-advisor flag, next-review date set). The next review opens with the prior action items already closed or flagged, so no household rolls into a second review with last quarter's loose ends open.

At-risk flag

Review drift beyond threshold escalates to principal.

If a household has missed two scheduled reviews beyond the configured threshold or carries three open trade-ops requests past SLA, the household flags on the firm at-risk view and routes to the principal. The firm catches a departing household on service drift signals instead of hearing about it from the client call.

What the planning advisor sees from the service record

The planning-advisor overlay the service AM feeds every day.

A service AM working in isolation from the planning advisor is where quiet erosion starts. Strkr threads the planning advisor into every household record so the planner sees the service cadence, the trade-ops queue, the document trail, and the life-event flags without opening a second tool. The service AM feeds the planning view with every review workspace and every service touch, and the planner feeds the service view with every planning conversation and every goal change. The two roles work the same record with role-aware fields rendering different panels on the same scroll.

Shared household timeline

Service touches and planning touches on one scroll.

The household timeline renders service touches, planning touches, review meetings, planning meetings, trade-ops events, document receipts, life-event flags, and firm-review approvals in one chronological scroll. The planner opens the household the morning of a planning meeting and sees everything that happened on service since the last planning touch, and the AM opens the household the morning of a review and sees every planning conversation.

Planning projection panel

eMoney and Orion data on the service record.

Strkr integrations surface the planning projection and performance context on the service record without the AM opening eMoney or Orion in a second tab. The review workspace pulls the context into the client-facing one-pager automatically, and the AM edits the narrative in 20 minutes instead of rebuilding the picture from three tools.

Trade-ops visibility

The planner sees the trade-ops queue without a status email.

The planning advisor sees every open and completed trade-ops request on the household with assigned trader, status, and completion artifact. The weekly planning sync does not open with the question of which rebalances cleared. The AM, the planner, and the trading desk all read the same picture off the same record.

Document portal state

Open and received documents visible to both roles.

Document requests and received artifacts render on the household timeline with the planning advisor seeing the state in real time. Trust amendments, estate updates, business-sale closing statements, and employer stock vestings all land once and surface everywhere they belong. The planner no longer asks the AM for a document the household already sent.

Shared action items

Review action items visible to the planner.

Action items captured during a review workspace surface on the planning-advisor view with context (which review, what date, which trade-ops request they tie to). The planner picks up planning-side items without a hand-off meeting, and the AM picks up service-side items without a planning-side ping. The next review opens with the item status at the top of the agenda.

Life-event co-triage

A life-event flag notifies both roles at the same moment.

A life-event signal (business sale, retirement date, inheritance filing, equity window) notifies the service AM and the planning advisor at the same moment with the same context. The service AM schedules the service touch, the planner schedules the planning conversation, and the household gets a coordinated two-touch response instead of two uncoordinated outreaches.

Firm book-of-business view

Household health scored across service and planning signals.

The firm book-of-business view scores every household on service cadence health, trade-ops SLA, document-collection health, life-event responsiveness, and planning-engagement signals. The principal sees the at-risk households before the client calls, and the AM and planner see where to invest the next hour on real signal instead of a quarterly spreadsheet audit.

Head-to-head

Strkr for RIA service AMs vs the Redtail + Wealthbox + Orion + eMoney stack.

A typical RIA or wealth-firm service stack runs Redtail or Wealthbox for CRM, Orion or Black Diamond for portfolio, eMoney or MoneyGuidePro for planning, DocuSign for signatures, a shared spreadsheet for the review calendar, and an email inbox for the trading desk request queue. Strkr collapses the sales-and-service side of that into a single workspace with one bill, one admin surface, and one record of truth per household, with the Orion and eMoney integrations surfacing the data on the service record where the AM already works.

What matters Strkr Redtail + Wealthbox + Orion + eMoney + spreadsheets
Tools service AM opens daily 1 (Strkr) alongside Orion and eMoney panels 5 to 7 (CRM, portfolio tool, planning tool, document tool, review calendar, trade-ops inbox)
Review cadence calendar Native Flows fire on anniversary and tier, pre-drafted touches Shared spreadsheet, Monday meeting walk-through, drift beyond threshold
Review prep workspace Draft agenda pre-populated with performance, planning, trade-ops, documents Three-hour prep across five tabs, hand-built one-pager
Trade-ops queue Structured child records with assigned trader, status, SLA Shared inbox with no visibility, planner chases status by email
Document collection Structured requests, IRS and firm-policy clock, portal link, auto-chase Spreadsheet of missing documents, quarter-end chase, missed deadlines
Life-event signals Strkr AI daily triage across news, filings, enrichment, dual-role notification Manual LinkedIn scrolling, no shared trigger between AM and planner
Firm review workflow Native queue, reviewer assignment, versioned diff, approval audit trail Email ping-pong between AM, CCO, and principal
Hand-off to planning advisor Shared timeline with role-aware panels on one record Status email, planner opens with half the context missing
Household at-risk signal Firm book-of-business view scoring service, trade-ops, docs, planning health No signal until the client calls to leave
Mobile offline capture Voice note, household edit, review note, offline queue Mobile browser view, no offline edit, Monday-morning rebuild
Admin changes to review cadence Self-serve for sales manager and principal inside the permission matrix Firm-ops ticket, admin queue, multi-week freeze
Flows for stage logic Native in-app builder, 50-plus triggers, service manager self-serve Process Builder equivalents, separate automation tool, admin review

See the CRM wealth-management service AMs run the book from.

Start a 14-day trial with the full RIA service stack enabled: review calendar with cadence Flows, review-prep workspace with pre-populated agenda, trade-ops queue with the trading desk, document-collection tracker, life-event signals from Strkr AI, firm review workflow in Marketing, and the shared timeline with the planning advisor. One bill, one workspace, one record of truth. The pricing page lays out the per-seat line in full so there is no mystery before the trial starts, and the CRM feature page shows the household record and review workspace in detail if that is the piece to pressure-test first.

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Common questions

Financial advisors Account Managers buyer FAQ.

Can Strkr replace Redtail or Wealthbox for the service side of an RIA?

For most RIAs and wealth firms running 10 to 100 advisors on a HNW or UHNW motion, yes on the service side. Strkr covers the household record with spouses and trusts and business entities, the review cadence calendar, trade-ops queue, document-collection tracker, life-event signals from Strkr AI, email and Microsoft 365 sync, native sequencing for service nurture, DocuSign and PandaDoc for engagement artifacts, the firm review workflow in Marketing, and the shared timeline with the planning advisor. For firms running Salesforce Financial Services Cloud with deep Apex customization, the switching cost is real and Strkr ships a native Salesforce migration path that preserves records, custom fields, picklist values, and household history so the switching cost is quantifiable before the first production record moves.

How does the review-cadence Flow handle a 300-household book with mixed tiers?

Every household carries an anniversary date and a service tier on the record. The admin configures the cadence per tier (quarterly for high-touch, semi-annual for mid-tier, annual for the long tail, custom for the few exceptions). A Flow runs the review cadence against each household anniversary, pre-drafts the invitation email, assigns the service prep task, blocks a prep hour on the AM calendar, and surfaces the week's review roll on the Monday dashboard. The AM walks into Monday with the fifteen households needing touches this week pre-ordered by review date and tier, not a 300-row spreadsheet. The thresholds and tiers are tenant-configurable, so a firm that runs 90-day high-touch and 180-day mid-tier can run that shape without a RevOps ticket.

What does the trade-ops queue look like for an AM working with a trading desk?

Trade-ops requests are structured child records on the household with request type (rebalance, raise cash, tax-loss harvest, model swap, concentration unwind), target, status, assigned trader, requested date, SLA, and completion artifact. The AM creates a request from the household record in one click, the trading desk works a prioritized queue instead of an inbox, and the planning advisor sees the status in real time. On completion, the artifact (trade confirmation PDF or Orion ticket number) attaches to the household and the request closes. Weekly rollups show the trading-desk SLA by request type and the AM-level request volume for the sales manager to coach off real numbers.

How does Strkr handle document collection for IRS and firm-policy deadlines?

Document requests are structured records on the household with document type (brokerage statement, 1099, K-1, trust amendment, estate update, business-sale closing statement, employer stock vesting, risk tolerance refresh), due date, status, requested-from contact, and the client-facing portal link where the household uploads the artifact. The IRS clock and firm-policy clock drive reminders at the configured thresholds, so the quarterly 1099 chase runs on its own cadence without a Friday spreadsheet audit. Documents with an upcoming regulatory deadline escalate to the planning advisor on a shorter window, and received documents attach to the household timeline so the planner sees receipt without a status email.

How do Strkr AI life-event signals surface for a service AM?

Strkr AI reads enrichment feeds, news, filings, and household-level signals, then flags the life events that open a service window on a HNW or UHNW book. The signals Strkr AI tracks include business-sale announcements, retirement date disclosures, inheritance filings, divorce filings in public record, equity liquidity windows opening, 10-K blackout windows lifting, and major asset-sale news. The service AM opens a daily triage view with the top households to touch today, pre-ranked by the strength of the signal and the household tier. The planning advisor sees the same signal in the same hour, so the service touch and the planning conversation go out as a coordinated two-touch response instead of two uncoordinated outreaches.

Is Strkr suitable where principals require a documented firm review workflow for client-facing content?

Strkr Marketing ships a native review workflow designed with firm review workflows in mind. Every outbound service email, review one-pager, performance letter, and client-facing commentary routes through a review queue with reviewer assignment (CCO, principal, marketing lead), SLA timer per queue, versioned diff view across revisions, approval audit trail with timestamp and author, and one-click release once approved. Nothing reaches a household without the approval event logged on the record, and the review audit trail is exportable in the shape firm principals expect for record retention. Strkr does not provide regulatory advice, and the firm Chief Compliance Officer should still confirm the policy configuration meets the specific obligations the firm carries.

Also considering

Related combinations.

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